European Stocks Rally, U.S. Tax Cuts & Germany’s Confidence Drop: PALvatar Market Recap - February 26, 2025

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ash Bennington welcomes Lon M. Singer, senior partner at Riemer & Braunstein, a boutique U.S. law firm dedicated to structuring and negotiating business loans with some of the biggest financial institutions in the United States. In this conversation, Ash and Lon discuss how Lon gauges the unique credit market and business conditions today. More crucially, Lon shares how these insights ripple across the broader macro landscape. Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

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​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t In the eleventh installment of our Crash or Boom series, Andreas Steno Larsen welcomes Bob Elliott, CEO and co-founder of Unlimited Funds, to explore whether financial markets are correctly pricing in a recession. If so, is a recession tradable? And what is the base case for next year? Plus, Bob shares how he manages the dual tail risks of a boom or a crash. Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Loka 20231h 4min

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz It’s a best-of-Real Vision kind of Friday here at the Daily Briefing. You’ll hear from Andreas Steno Larsen discussing the classic rivalry between gold and bitcoin with Frank Giustra, CEO of the Fiore Group of Companies, and Ronald-Peter Stoeferle, managing partner at Incrementum AG. Then, Raoul Pal and Kevin Kelly, co-founder of Delphi Digital, share their latest updates, insights, and predictions for crypto in a snippet from their September edition of Pro Crypto Insider Talks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Loka 202332min

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Julian Bridgen, co-founder of MI2 Partners, and Raoul Pal, co-founder and CEO of Real Vision, share the latest updates to their macro frameworks. This discussion was originally part of September's monthly Insider Talks for Pro Macro members. Then, in a snippet from a recent RVIP event in London, we’ll hear Roger Hirst discuss how investors can better understand the many competing narratives at play in markets today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Loka 202321min

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz While an economic slowdown looms, elevated inflation remains a risk for investors. Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he thinks the U.S. economy will be hit with a three-punch combo this month, why the steepening of the yield curve may not be over yet, and what it means for risk assets across the board. You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in Kraneshares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Loka 202346min

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the pullback in bond yields, the global economic implications of the Israel-Hamas War, and where he's spotting potential opportunities in this market environment. You can find more of Tom's work here: https://t.co/op6Mf4pLsD Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Loka 202336min

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz Jared Dillian, editor of the Daily Dirtnap newsletter, joins Ash Bennington to discuss how the ongoing conflict in the Middle East has increased risk in the energy sector — and the wide-ranging broader market implications. Plus, Jared and Ash will examine the potential market outcomes of the recent spike in bond yields, and what this week's inflation data could mean for rates. You can pre-order Jared's new book, Now Worries: How to Live a Stress-Free Financial Life, right here: https://t.co/TYFi4jwsdC Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Loka 202333min

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz For part nine of our Crash or Boom series, Rick Rule, president and CEO of Rule Investment Media, sits down with Tracy Shuchart, CEO and founder of Hilltower Resource Advisors. Join these two commodities heavyweights as they unpack the macro implications and outlook for energy and commodities in this hazy global economic environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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