Are We Still Heading for a Recession? w/ David Rosenberg

Are We Still Heading for a Recession? w/ David Rosenberg

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M. David Rosenberg, founder and president of Rosenberg Research, joins Ash Bennington to share his views on the current state of the economy, a growing disconnect between supply and demand, and what it means for the potential of a recession. David also discusses the bubble he sees forming in the stock market, and where he's spotting investment opportunities. Recorded on Thursday, June 20th. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Timestamps: 00:00 - Sponsor: Token2049 01:01 - Introduction of David Rosenberg 01:37 - David's perspective on the current economy 02:18 - Comparison to the 2007 economic outlook 03:33 - Recession pressures and the business cycle 04:11 - Impact of fiscal stimulus on the economy 05:25 - Credit card debt and delinquency rates 06:41 - Changes in consumer behavior and credit card balances 07:53 - The role of excess savings and stimulus checks 08:27 - San Francisco Fed report on excess savings 09:02 - Consumer revolt against high prices 10:06 - Discrepancy between current economic conditions and the Fed's statements 11:23 - Historical comparisons to 2008 and recession signals 12:34 - Overstated non-farm payrolls and data revisions 13:37 - Signs of a potential recession in various economic sectors 14:13 - GDP growth and economic activity slowing down 15:17 - Lack of catalysts for re-acceleration in growth 16:26 - Importance of supply and demand in forecasting inflation 18:11 - Expectations for disinflation and Fed rate cuts 19:20 - Discussion on current trend growth and productivity gains 21:04 - Labor force participation and its impact on the economy 22:15 - Disconnect between productivity gains and aggregate demand 23:26 - Impact of housing and consumer behavior on the economy 24:34 - Global economic conditions and their effect on US exports 25:40 - Outlook on inflation and interest rates without a recession 26:16 - Increasing unemployment rate and its impact on wages 27:23 - Supply curve dynamics leading to disinflation 28:43 - Capacity growth in the industrial sector 29:18 - Expectations for inflation to reach the Fed's target 30:26 - Implications for asset prices and the stock market 31:39 - Concentration risk and the impact of high-performing tech stocks 33:33 - Concerns about excessive valuations and investor behavior 35:08 - Importance of thematic investing and capital preservation 36:50 - Sectors with growth potential: Aerospace, defense, utilities, and healthcare 38:57 - Trading down and frugality trends among consumers 40:14 - Staples and essential sectors as investment opportunities 41:37 - Utilities as a growth area due to climate change and infrastructure needs 43:17 - The role of gold and gold mining stocks in a disinflationary environment 44:56 - Impact of passive indexation on market distortions 46:41 - Risks of bubble bursts and historical parallels 48:02 - Potential market corrections and investor psychology 50:13 - Advice on profit-taking and portfolio rebalancing 51:57 - Importance of capital preservation and conservative investing 52:36 - Final thoughts on the current market cycle 53:47 - Importance of historical context in investing decisions 54:33 - Sentiment and psychology driving market behavior 55:52 - Recommendations for protective strategies in investing Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(1995)

US-China Trade Tensions, Gold’s Surge, and Crypto Liquidations: PALvatar Market Recap, October 14 2025

US-China Trade Tensions, Gold’s Surge, and Crypto Liquidations: PALvatar Market Recap, October 14 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠ ⬜ 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 breaks down a risk-off mood across global markets amid renewed U.S.-China trade tensions and surging precious metals. Investors eye Jerome Powell’s upcoming speech, while European and Asian equities fall sharply. Inflation ticks up in Germany, the UK labor market shows signs of stabilizing, and oil retreats on fresh OPEC supply forecasts. In crypto, Bitcoin reels from a historic crash, with heavy ETF outflows and new activity around the Monad airdrop. 🔹 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 1️⃣ This episode is brought to you by Figure (⁠⁠⁠http://figuremarkets.co/realvision⁠⁠⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (⁠⁠⁠http://figuremarkets.co/realvision⁠⁠⁠) for a Crypto Backed Loan today!  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

14 Loka 5min

Historic Crypto Liquidations, Trump’s China Tariff Threat, and Gold’s Record Highs: PALvatar Market Recap, October 13 2025

Historic Crypto Liquidations, Trump’s China Tariff Threat, and Gold’s Record Highs: PALvatar Market Recap, October 13 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠ ⬜ 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 breaks down political turmoil in Japan, France, and the U.S., all weighing on global sentiment. Market momentum stalls, with U.S. and Asian stocks cooling off after recent gains. Italy posts weak industrial data, while investors await U.S. consumer sentiment figures. In crypto, Luxembourg makes a historic move into Bitcoin, and Coinbase eyes a major stablecoin acquisition. Plus, Roger Ver reaches a deal with the DOJ. Tune in for the full breakdown. 🔹 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 1️⃣ This episode is brought to you by Figure (⁠⁠http://figuremarkets.co/realvision⁠⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (⁠⁠http://figuremarkets.co/realvision⁠⁠) for a Crypto Backed Loan today!  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

13 Loka 6min

Global Political Shocks, Market Pause, and Luxembourg’s Bitcoin Bet: PALvatar Market Recap, October 10 2025

Global Political Shocks, Market Pause, and Luxembourg’s Bitcoin Bet: PALvatar Market Recap, October 10 2025

🔥 Join the waitlist: ⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠ ⬜ 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 breaks down political turmoil in Japan, France, and the U.S., all weighing on global sentiment. Market momentum stalls, with U.S. and Asian stocks cooling off after recent gains. Italy posts weak industrial data, while investors await U.S. consumer sentiment figures. In crypto, Luxembourg makes a historic move into Bitcoin, and Coinbase eyes a major stablecoin acquisition. Plus, Roger Ver reaches a deal with the DOJ. Tune in for the full breakdown. 🔹 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 1️⃣ This episode is brought to you by Figure (⁠http://figuremarkets.co/realvision⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (⁠http://figuremarkets.co/realvision⁠) for a Crypto Backed Loan today!  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

10 Loka 5min

Fed Anxiety, Middle East Ceasefire, and Japan’s Manufacturing Surge: PALvatar Market Recap, October 09 2025

Fed Anxiety, Middle East Ceasefire, and Japan’s Manufacturing Surge: PALvatar Market Recap, October 09 2025

🔥 Join the waitlist: ⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠ ⬜ 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 investor caution ahead of Fed Chair Powell’s remarks, following FOMC minutes revealing inflation concerns. Despite this, the S&P 500 and Nasdaq hit new highs. A ceasefire between Israel and Hamas lifted regional markets, while China’s rare-earth export curbs stirred geopolitical tension. Germany’s trade data disappointed, signaling economic weakness, whereas Japan’s machine tool orders surged on foreign demand. Stay tuned—it may be quiet now, but calm never lasts. 🔹 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 1️⃣ This episode is brought to you by Figure (⁠http://figuremarkets.co/realvision⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (⁠http://figuremarkets.co/realvision⁠) for a Crypto Backed Loan today!  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

10 Loka 5min

US Shutdown Uncertainty, Gold Surge, and Crypto ETNs Return: PALvatar Market Recap, October 08 2025

US Shutdown Uncertainty, Gold Surge, and Crypto ETNs Return: PALvatar Market Recap, October 08 2025

🔥 Join the waitlist: ⁠⁠https://rvtv.io/4mIxWi8⁠⁠ ⬜ 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 covers the escalating U.S. government shutdown, surging gold prices reaching all-time highs, and the dollar's strength amid global uncertainty. France and Germany face political and economic turbulence, while Japan struggles with declining real wages. Meanwhile, crypto markets get a boost as the UK lifts its ban on crypto ETNs, and the U.S. hints at regulatory innovation. Stay tuned as markets navigate this volatile macro landscape. 🔹 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 1️⃣ This episode is brought to you by Figure (⁠http://figuremarkets.co/realvision⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (⁠http://figuremarkets.co/realvision⁠) for a Crypto Backed Loan today!  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

10 Loka 6min

French Political Crisis, Japan’s Market Rally, and Crypto Scandals: PALvatar Market Recap, October 06 2025

French Political Crisis, Japan’s Market Rally, and Crypto Scandals: PALvatar Market Recap, October 06 2025

🔥 Join the waitlist: https://rvtv.io/4mIxWi8 ⬜ 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 breaks down a chaotic Monday in global markets. France's government collapses, shaking the euro and European stocks, while Japan sees a rally after electing a pro-business leader. Political uncertainty boosts gold and bitcoin, both hitting record highs. Meanwhile, the crypto world is abuzz with wash trading allegations against Aster just as Binance steps in. Stay sharp—this week is already in overdrive. 🔹 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 1️⃣ This episode is brought to you by Figure (http://figuremarkets.co/realvision), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (http://figuremarkets.co/realvision) for a Crypto Backed Loan today!  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

10 Loka 6min

French Political Turmoil, Japan’s Abenomics Revival, and Crypto Surge: PALvatar Market Recap, October 7 2025

French Political Turmoil, Japan’s Abenomics Revival, and Crypto Surge: PALvatar Market Recap, October 7 2025

🔥 Join the waitlist: ⁠https://rvtv.io/4mIxWi8⁠ ⬜ 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 covers France’s deepening political crisis, Germany’s declining factory orders, and Japan’s mixed economic signals under new leadership. Bitcoin, gold, and BNB surge amid global uncertainty, while crypto adoption gains traction with Polymarket’s $10B valuation and Morgan Stanley’s new crypto-friendly stance. Stay informed on these macro shifts and more, as markets navigate volatility and opportunity alike. 🔹 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 1️⃣ This episode is brought to you by Figure (⁠http://figuremarkets.co/realvision⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (⁠http://figuremarkets.co/realvision⁠) for a Crypto Backed Loan today!  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

10 Loka 6min

Trading the Markets: October 8, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: October 8, 2025 | Kris Bullock and Bijan Maleki

Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X. 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Loka 36min

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