Real Vision: Finance & Investing

Ejaaz, Founder and CIO at 26CC and a prominent voice in AI and crypto markets, joins the discussion with insights on the current AI race. He argues that AI demand is surpassing supply, hinting at continued growth rather than a cycle top. Ejaaz compares Google and NVIDIA's advantages while delving into the Clarity Act's potential to legitimize tokens in crypto. He also highlights robotics as a future investment theme, touching on the necessity of app demand for token valuations. Their conversation weaves through crypto maturity, prediction markets, and the evolving landscape of regulations.

Inflation takes center stage as a key focus for markets ahead of a critical Fed meeting, with upcoming PCE data expected to create volatility. The U.S. sees a drop in jobless claims, alleviating labor market fears, while Germany surprises with rising industrial orders. Japan shows economic resilience with improving indices. Netflix's massive $83 billion acquisition of Warner Bros. grabs attention, but BlackRock's bitcoin ETF faces continued outflows. Stay tuned for essential updates on global economic movements!

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Palvatar highlights a broad global equity rally driven by weak U.S. private jobs data that reinforced expectations of a near-term Fed rate cut. The dollar extended its historic losing streak, while Japan’s Nikkei surged after a strong bond auction. Palvatar also reviews mixed PMI readings across the U.S. and Europe, stronger UK data, and major crypto developments including Ethereum’s Fusaka hard fork and rising institutional interest led by Bank of America. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

Explore the latest shifts in the crypto landscape as Vanguard delves into ETF access and Bank of America embraces crypto allocations. The macro picture reveals weakening jobs data and a falling dollar, boosting liquidity and supporting risk assets. Bitcoin's critical breakdown below the 10-month moving average raises alarms, while traders are advised to adopt defensive strategies like gold or stablecoins. The Ethereum Fusaka upgrade promises lower fees and improved security. Get insights on top coins and a strategy to navigate potential market rebounds!

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Palvatar highlights a cautiously positive equity session as markets await key U.S. data and price in high odds of Fed rate cuts. Europe posts strong PMI readings and tighter bond spreads, while Asia shows mixed momentum. Crypto regains a $3 trillion market cap, with Bitcoin surging to $93,000 and regulatory developments unfolding across several regions. Stablecoins also take center stage amid governance concerns and shifting global policies. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

December kicks off with a market shake-up as Bitcoin plummets after China's crypto ban. Meanwhile, Japan is eyeing a flat 20% tax on crypto gains, and Sony Bank plans to launch a U.S. stablecoin. Economic indicators reveal China’s manufacturing is contracting and U.S. sentiments are increasingly cautious. On the brighter side, Vanguard embraces CryptoSpot ETFs, and the Solana ETF enjoys sustained net inflows. Stay plugged into these market-moving developments for a strategic edge!

Join Andreas Steno Larsen and Mikkel Rosenvold as they navigate the world of finance with sharp insights. They tackle the latest rate cut expectations and the impact on AI stocks. Discover why Japan's recent inflation shifts signal a structural change. Tune in for a startling analysis of Black Friday sales and the booming role of AI in retail. Plus, they dive deep into the implications of rising US pressure on Venezuela, oil markets, and the potential surprises awaiting us in 2026.

December kicks off with a dramatic Bitcoin decline as a result of China's renewed crypto ban. Meanwhile, Japan is contemplating a 20% flat tax on crypto gains, sparking discussions on its potential impact. Economic indicators indicate a contraction in China's manufacturing sector and mixed signals from the UK on consumer borrowing. Against this backdrop, Sony Bank is gearing up to launch a U.S. stablecoin, raising eyebrows in the crypto community. Get ready for a wild ride in the markets!

Farouk, co-founder of DASTAN and a keystone in crypto media, joins this insightful discussion. They dive into the recent bullish movements in Bitcoin, market sentiment, and the surprising altcoin outperformance. The potential of prediction markets as a multi-trillion-dollar asset class takes center stage, along with insights into product-market fit and new trading dynamics. Farouk shares his long-term bullish outlook and recent investments, highlighting the resilience of crypto businesses over volatile token valuations.

In a whirlwind of market news, a major CME systems disruption sends shockwaves through trading as Thanksgiving volatility looms. Meanwhile, improvements in the U.S. macro environment boost global equities, while mixed signals emerge from Europe. Japan shines with robust industrial figures, contrasting with China's disappointing profits. India surprises with an 8.2% GDP growth, adding a silver lining to global forecasts. On the crypto front, caution reigns after the Upbit hack, although fear gauges show signs of stabilizing.