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.

  1. 2d ago

    How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026

    Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertainty, and renewed concerns over the country’s finances are putting pressure on French assets. Is the turmoil a genuine warning for investors — or exactly the kind of dislocation you should be buying? Plus, Andreas and Mikkel revisit purchasing power parity and ask how useful PPP really is when trying to figure out where currencies should trade.The markets are wide open right now. Crypto, AI, entire sectors repricing. You don't need a finance degree to play anymore. You just need someone to hand you the map.That's Real Vision. The place where the best minds in macro and crypto break down what's moving, with the research, tools and community to help you make your own calls.🏆 The Real Vision Trading is now open! The best trade ideas on the platform compete for $80,000 in cash. Register before October 15 to secure your spot.📈 Trading League: https://realvision.com/your-futureTimestamps:00:00 - Macro Mondays October 5, 202600:22 - Mid-Cycle or Late-Cycle? The Big Macro Question 02:14 - GDP vs PPP: Is Russia’s Economy Really Smaller Than the UK’s?05:15 - Why Energy and Food Self-Sufficiency Matter More in a Crisis07:21 - Iran War Update: Why Oil Flows Are Better Than Before the War10:56 - Can a Democratic Midterm Sweep Derail the AI Buildout?14:32 - ISM Services Miss: Is the US Economy Starting to Slow?17:55 - France in Turmoil: Are Markets Pricing in Too Much Political Risk?20:39 - Marine Le Pen, French Bonds, and Why France Could Be a Buy26:09 - Mid-Cycle vs Late-Cycle: Will Central Banks Kill the Expansion?29:01 - Dollar Strength, Hormuz, and the April-Style Setup Returning#macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online:YouTube: youtube.com/@RealVisionFinanceTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

  2. Sep 14

    Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

    Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 00:07 - Are We F*cked? AI, Inflation, Oil, and Rate Hikes 02:25 - Dario Amodei’s AI Warning: Is the AI Boom About to Slow? 05:22 - Why AI CEOs May Be Hedging Political Risk Ahead of the IPOs 09:18 - Could the US Government End Up Backstopping the AI Buildout? 11:07 - Hardware vs Software: Who Loses If AI Development Slows? 15:23 - Fed Preview: Why a September Rate Hike Now Looks Likely 17:03 - Iran, Saudi Arabia, and the Latest Oil Supply Shock 20:32 - Oil Above $100? Why Markets May Already Be Pricing the Worst 22:32 - What Kevin Warsh Could Signal After the Rate Hike 24:18 - What Usually Happens to Stocks After the Fed Starts Hiking? 25:39 - Why the Dollar Could Still Be the Trade to Fade 27:52 - Fed vs Global Central Banks: Why the US May Hike Less Than Everyone Else #macromondays #macro #mikkelrosenvold #andreassteno Learn more about your ad choices. Visit podcastchoices.com/adchoices

  3. Sep 9

    Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

    Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matters most, and which crypto sectors are showing the strongest momentum. Plus, they dig into the sectors showing the most relative strength, including DeFi, meme coins, NEAR, PUMP, Uniswap, Curve, Morpho, and more. They discuss why real revenue, token value accrual, and product-market fit are becoming increasingly important in deciding what’s worth owning. 👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Trading the Markets: Crypto Coils for Its Next Move 01:14 - Treasury Announces $6 Billion Bond Buyback 04:11 - Bitcoin, Ethereum & Solana Look Coiled for a Breakout 06:03 - Solana & Hyperliquid Show Relative Strength 08:31 - Fed Rate Hike: What Would It Mean for Crypto? 10:56 - Bitcoin at $83K: The Bull Market Confirmation to Watch 12:27 - Bitcoin’s Four-Year Cycle: Is Another Drop Coming? 16:08 - Ethereum Breaks Out: Is ETH Finally a Buy? 20:24 - Canton Struggles as the Token Loses Momentum 22:19 - PUMP Outperforms as Meme Coins Heat Up 25:09 - PONZ & the Robinhood Meme Coin Trade 27:20 - Sui, NEAR & Zcash: Which Crypto Looks Strongest? 32:49 - Raydium Rips as Solana Gains Momentum 35:49 - Robinhood Stock: A New Way to Play Crypto 42:14 - Should You Dump Weak Altcoins for Market Leaders? 46:07 - Uniswap & Curve Lead the DeFi Reversal 51:49 - DeFi Opportunities: Syrup, Morpho & Aerodrome #bitcoin #crypto #btc #ethereum #altcoins #cryptocurrency #cryptomarket #cryptotrading #bitcoinprice #treasury #liquidity #bonds #interestrates #macro #trading #investing #defi #realvision Learn more about your ad choices. Visit podcastchoices.com/adchoices

  4. Sep 2

    The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

    Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets. 👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Trading the Markets: Bitcoin’s Reversal Takes Shape 04:27 - Bitcoin Breaks a Major Monthly Bull Market Signal 06:30 - Is the Bitcoin Bottom Finally In? 09:12 - Bitcoin ETF Inflows & Meme Coins Show Signs of Life 12:43 - How to DCA Bitcoin Without Chasing the Rally 16:03 - Bitcoin Consolidation: What Happens Next? 17:36 - Solana & Uniswap Lead the Crypto Rally 19:10 - DeFi & Meme Coins Show Major Strength 21:03 - Robinhood’s Crypto Ecosystem Is Driving the Market 27:09 - Bitcoin, Ethereum & Hyperliquid Hold Their Gains 32:19 - Chainlink & the Tokenization Opportunity 34:58 - NEAR, Aave, Sui, Tron & XRP Lose Momentum 40:11 - PUMP, Bittensor & PENGU Give Back Their Gains 43:27 - Ondo & Morpho: Which DeFi Charts Still Look Strong? 50:07 - What Could Be the Next Hyperliquid? #bitcoin #crypto #cryptocurrency #btc #ethereum #altcoins #cryptomarket #cryptotrading #bitcoinprice #technicalanalysis #macro #liquidity #investing #trading #etf #nvidia #ai #realvision Learn more about your ad choices. Visit podcastchoices.com/adchoices

  5. Aug 31

    Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

    Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case? 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 00:23 - Kevin Warsh Turns Hawkish: Should Investors Pull Back on Risk? 02:01 - What Warsh’s Jackson Hole Speech Really Changed 03:31 - PCE vs CPI: Which Inflation Signal Should the Fed Trust? 06:22 - Warsh vs Bessent: The Battle Over Rates and Bond Yields 08:58 - September Rate Hike: Is the Market Overreading the Fed? 13:04 - Why One Rate Hike Probably Won’t Kill the Business Cycle 15:17 - US Strikes Larak Island: Is the Iran War Restarting? 16:46 - Strait of Hormuz, Crack Spreads, and the Next Inflation Trade 21:12 - South Korea Exports vs ISM: The AI Boom Is Still Running Hot 24:01 - Jobs Report Preview: Why Weak Payrolls May Not Stop the Fed 25:54 - ECB vs Fed: Why the Short-Dollar Trade Still Works #macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #ai #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve Learn more about your ad choices. Visit podcastchoices.com/adchoices

  6. Aug 26

    Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

    Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets. 👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Crypto Market Recap: What Drove the Massive Rally? 02:25 - Bitcoin’s Historic Three-Day Short Squeeze Explained 05:48 - Bitcoin ETF Inflows Surge to a One-Year High 08:08 - U.S. Retail Investors Are Buying Bitcoin Again 10:23 - Altcoins Rally as Crypto Market Breadth Surges 11:30 - Bitcoin Bottom Signal: Is the Bear Market Ending? 15:27 - Bitcoin’s Monthly Trend Nears a Major Bullish Flip 19:14 - Is a New Bitcoin Bull Market Starting? 23:10 - Liquidity, Bond Yields & the Bitcoin Debasement Trade 27:35 - Hyperliquid Hits a New All-Time High 31:28 - Solana & Ethereum Show Major Relative Strength 34:18 - The Altcoins Outperforming Bitcoin Right Now 35:06 - Sui & NEAR Lag the Crypto Market Rally 40:21 - Should You Rotate From Weak Altcoins Into Market Leaders? 44:00 - PENGU, ESP & the Strongest Altcoin Setups 46:08 - REKT, Robinhood Chain & Emerging Crypto Plays 50:12 - Dogecoin vs Hyperliquid: Which Has More Upside? 52:04 - Best Crypto Trades: What to Buy After the Rally? #bitcoin #crypto #cryptocurrency #btc #ethereum #altcoins #cryptomarket #cryptotrading #bitcoinprice #technicalanalysis #macro #liquidity #investing #trading #etf #nvidia #ai #realvision Learn more about your ad choices. Visit podcastchoices.com/adchoices

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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.

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