The Market Doesn't Have to Crash

The Market Doesn't Have to Crash

The University of Michigan preliminary sentiment index for July ticked up to 55.1 from 51.5 in June, as a sub-measure of consumer expectations reached a three-month high. And U.S. stocks continue to surge on the hope inflation has peaked. News from overseas continues to reflect an unsettled, at best, macroeconomic environment, with the U.K. economy shrinking for the first time since the pandemic lockdowns of 2020, water levels on the Rhone River falling to a critical mark due to historic drought, and credit growth in China slowing sharply on sluggish demand. Real Vision co-founder and CEO Raoul Pal joins Andreas Steno Larsen for today’s Daily Briefing to talk about inflation, recent economic data, risk appetite amid what remains a fraught geo-macro moment, and why this might be the most hated equity market rally ever. Is it possible that stocks have already seen their lows and that this rally has real legs? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2078)

Markets React to US-Iran Conflict

Markets React to US-Iran Conflict

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

2 Maalis 40min

The AI Pendulum Swings the Market Hard

The AI Pendulum Swings the Market Hard

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

2 Maalis 45min

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Join Andreas Steno and Mikkel Rosenvold for this month’s Drinks With Real Vision. With drinks in hand, they’ll break down the latest in stocks, commodities, and geopolitics, share a few personal updat...

2 Maalis 1h 1min

Trading the Markets (with AI): February 25, 2026

Trading the Markets (with AI): February 25, 2026

🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking que...

25 Helmi 26min

Do Markets care about Trump’s Tariffs?

Do Markets care about Trump’s Tariffs?

Andreas Steno Larsen, founder and CEO of Steno Research, is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets right now, from escalating tensions between Iran and the...

24 Helmi 31min

Crypto Price Action After Trump Tariff Ruling

Crypto Price Action After Trump Tariff Ruling

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer Gordon-Sand, founder of Orange Cap Capital and head of Moonbirds. Together, they break...

24 Helmi 59min

Trading the Markets: February 18, 2026

Trading the Markets: February 18, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock to break down the charts and highlight their favorite RV trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm E...

24 Helmi 25min

Dalio: "The World Order Has Broken Down"

Dalio: "The World Order Has Broken Down"

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich S...

24 Helmi 33min

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