Are We in an AI Bubble? | REKT Vision (December 05, 2025)

Are We in an AI Bubble? | REKT Vision (December 05, 2025)

🔥 It's still Black Friday on Real Vision. Buy smarter this year. Up to 50% off now: https://rvtv.io/44vFiz1 This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Ejaaz, founder and CIO at 26CC. They discuss the markets, AI race, crypto's bounce, Ethereum's Fusaka upgrade, and much more. 🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 📣 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. 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: discord.com/invite/kYQY2Nd45Y Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2062)

Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else

Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else

A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global ma...

6 Mai 202350min

What AI Means for Jobs Growth and Your Portfolio

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Yields and stocks surged after the April jobs report showed a labor market that still won't quit. Joe Zhao, founder and partner of the venture fund Millennia Capital, joins Maggie Lake to discuss whet...

5 Mai 202336min

Dominos Keep Falling in the Banking Sector

Dominos Keep Falling in the Banking Sector

Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday. George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to discuss the unwinding of U.S. re...

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Hike and Pause: What the Fed Decision Means for You

Hike and Pause: What the Fed Decision Means for You

As expected, the Fed raised interest rates another 25 basis points while signaling that a pause could come next. On this hour-long Fed Day special Daily Briefing, Andreas Steno Larsen, Mike Coolbaugh,...

3 Mai 20231h 2min

One More Rate Hike on Deck?

One More Rate Hike on Deck?

All eyes are on tomorrow's Federal Reserve interest rate decision as U.S. investors wonder whether markets can handle more pressure. Jeff Snider, host of Eurodollar University, joins Maggie Lake to di...

2 Mai 202341min

Will the Dollar Decline Continue?

Will the Dollar Decline Continue?

What comes next after JP Morgan absorbs First Republic Bank? Maggie Lake sits down with Dale Pinkert, head of trader development at TradeGateHub, to discuss the direction of the U.S. dollar, gold, and...

2 Mai 202337min

Russell Clark: Investing Ideas for a New Macro World

Russell Clark: Investing Ideas for a New Macro World

Find out how Russell Clark views the global economy and how he's investing in it. Samuel Burke speaks with Russell Clark, former hedge fund manager and author of the Capital Flows and Asset Markets ne...

30 Apr 202349min

An Upcoming Contraction in the Broader Energy Complex?

An Upcoming Contraction in the Broader Energy Complex?

With natural gas has had a major correction and uranium experiencing some weakness, is oil next to drop? Francis Hunt of The Market Sniper joins Ash Bennington to discuss why he believes oil is due fo...

29 Apr 202343min

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