Real Vision: Finance & Investing
Real Vision Podcast Network
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.Subscribe today and access the best curated knowledge for FREE.
Episodes
Mentioned books
Feb 18, 2025 • 4min
U.S.-Russia Talks, Aussie Rate Cut & UK Pay Growth Spike - PALvatar Market Recap, February 18 2025
Tensions rise as U.S.-Russia talks on Ukraine unfold, stirring concerns about energy markets. Australia takes a cautious step by cutting interest rates for the first time since 2020. In the UK, pay growth spikes by 6.2%, complicating potential rate cuts amid weak economic growth. Inflation risks loom over Germany and Japan, linked to proposed tariffs. With the FOMC minutes dropping soon, all eyes are on clues regarding Fed rates. Stay tuned for critical market insights shaped by today's pressing geopolitical landscape.
Feb 17, 2025 • 40min
Macro Monday: Why Reciprocal Tariffs are GOOD News ft. Andreas Steno & Mikkel Rosenvold
The hosts dive into a lighthearted discussion about the best political haircuts, bringing humor to current events. They explore the surprisingly positive effects of reciprocal tariffs on the economy, challenging conventional views on trade. Insights into U.S. trade negotiations, especially in relation to Ukraine, highlight the geopolitical implications. Additionally, they discuss how tariffs are impacting markets, gold prices, and the tech sector, while touching on potential U.S. rate cuts and the future of renewable energy.
9 snips
Feb 14, 2025 • 1h 3min
Are Crypto Fundamentals as Bad as the Sentiment? (REKT Vision)
Jamie Coutts, Real Vision's chief crypto analyst, shares his insights on the current state of the cryptocurrency market. He discusses the disconnect between negative sentiment and on-chain indicators. The conversation delves into the dynamics of altcoins, the potential impact of Ethereum's ETF filing, and the future of decentralized finance. They explore NFT market shifts and Bitcoin's enduring dominance, providing a nuanced perspective on where the crypto landscape might be headed amid ongoing volatility.
Feb 14, 2025 • 4min
Trump Announces Reciprocal Tariffs, Inflation Heats up in Germany: PALvatar Market Recap, February 14 2025
Trump's announcement of reciprocal tariffs is stirring up positive vibes in the US equity markets. Meanwhile, inflation is heating up in Germany, raising eyebrows with higher-than-expected PPI figures. On the other side of the globe, Chinese banks are extending record levels of yuan loans, while CPI jumps to 3%, putting Fed rate cut expectations on hold. Stay informed as these global economic shifts impact your investment strategy!
Feb 13, 2025 • 3min
UK Economy Surprises, U.S. CPI Jumps & Trump’s Tariff Warning: PALvatar Market Recap, February 13 2025
The UK economy has surprised with unexpected GDP growth, boosting manufacturing and the British Pound. Meanwhile, U.S. inflation rates spiked, putting pressure on interest rate expectations and causing jitters in the markets. Tensions rise as Trump warns of tariffs in response to international levies, potentially shaking global trade dynamics. As the markets experience fluctuations, gold emerges as a favored safe haven amidst the uncertainty. Stay informed on these crucial developments shaping the financial landscape.
Feb 12, 2025 • 4min
CPI Drops, Powell Stays Hawkish & EU Warns of Trade War - PALvatar Market Recap, February 12 2025
The podcast dives into the latest U.S. CPI figures, highlighting a steady 2.9% inflation rate and a slight dip in core CPI. Discussions revolve around Powell's hawkish stance on interest rates, emphasizing that no cuts are imminent. The EU is on high alert for potential trade wars following the announcement of tariffs. Mixed market reactions are noted, with European indices climbing while the yen weakens. Gold also retreats as U.S. Treasury yields rise, showcasing a day full of financial intrigue and volatility.
Feb 11, 2025 • 3min
Trump’s Tariff War Escalates, Powell Speaks & UK Retail Surges - PALvatar Market Recap - February 11, 2025
Raoul Pal's AI avatar dives into the aftermath of Trump's new 25% tariffs on steel and aluminum, igniting fears of a global trade war. Powell's congressional testimony is under scrutiny as inflation worries grow. Meanwhile, UK retail sales soar by 2.5%, marking significant growth but with looming sustainability challenges for retailers. Tune in for market-savvy insights and upcoming live Q&A with Raoul!
Feb 11, 2025 • 1h 1min
Global Macro: Tariffs and the Fed Policy ft. Joseph Wang
In this engaging discussion, Joseph Wang, CIO at Monetary Macro and a former senior Federal Reserve trader, dives into the intricacies of U.S. trade policy and tariffs. He examines how these factors impact the economy, particularly regarding China, and the political motivations behind them. Wang also analyzes the potential for interest rate cuts in 2025, the complexities of inflation management, and how a weakened dollar could affect market stability. His insights on the interplay between monetary policy and political pressures offer a compelling look at future economic trends.
Feb 10, 2025 • 37min
Macro Monday: What Trump's Tariff War Means for Markets ft. Andreas Steno & Mikkel Rosenvold
Dive into the world of tariffs and their surprising effects on global markets. Discover how Trump's policies influence commodity prices and drive inflation trends. Explore the cautious optimism in European banking and mining sectors. Also, gain insight into Ethereum's bearish sentiment and the potential for a price rebound. And don’t miss the lively discussions on how international diplomacy and pop culture connect with finance in a fun and engaging way!
Feb 10, 2025 • 3min
New U.S. Tariffs, Rising Inflation Fears & Powell’s Testimony Ahead - PALvatar Market Recap, February 10, 2025
This discussion dives into U.S. tariffs on steel and aluminum imports, specifically targeting Canada, and the anxiety surrounding a potential trade war. Inflation fears are highlighted as one-year expectations surge, drawing attention to an upcoming CPI report. The uncertainty deepens ahead of Jerome Powell's testimony before Congress, raising questions about the Fed's response to these developments. Mixed signals in job data add to the market's volatility, keeping investors on edge.
