
Macro Monday: Why Reciprocal Tariffs are GOOD News ft. Andreas Steno & Mikkel Rosenvold
🔥 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets. 📣 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 access they need. 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. Timestamps: 00:00 - Welcome to Macro Mondays 00:22 - Overview of Today’s Topics 01:03 - Upcoming Real Vision Shows & Guest Speakers 01:19 - The Best Haircuts in Politics? A Lighthearted Start 04:06 - Are Reciprocal Tariffs Actually Good for the Economy? 08:03 - Global Trade: Who Benefits from Lower Tariffs? 10:49 - Trump’s Ukraine Plan & Europe’s Role 12:20 - How Tariff Talks Are Impacting Markets 15:02 - The U.S. Deficit: Signs of Improvement? 18:03 - Gold Prices and Market Sentiment 20:44 - Are Gold Miners the Next Big Investment? 24:07 - Why the UK Economy Is Struggling 26:56 - Political Uncertainty & Trade Vulnerability in the UK 31:06 - Renewable Energy & Offshore Wind: Dead Industry? 33:00 - Rate Cuts & Liquidity: What to Expect in 2025 34:32 - Final Thoughts & Market Outlook Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD 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 Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Feb 40min

Are Crypto Fundamentals as Bad as the Sentiment? (REKT Vision)
🔥 TOKEN2049: Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last 👉 Use code "realvision15" to get 15% OFF tickets for Consensus 2025 in Hong Kong: https://coindesk.com/consensus-hk 👉 Get Raoul Pal's FREE report + 30 days of free access to The Exponentialist https://rvtv.io/40wvAe5 Canary Labs and rektguy co-founder Ovie "OSF" Faruq is joined by RV's chief crypto analyst Jamie Coutts to discuss the narratives and themes driving the crypto market right now. On the latest REKT Vision, they talk about the negative sentiment in the space right now, whether on-chain indicators support that, ETH ETF staking application and if that could finally rescue ether's price, and much more. Timestamps: 00:00 Token2049 ad 00:38 Consensus ad 01:30 Show start 02:07 NFT Paris 05:30 Altcoin Season 18:15 Bitcoin Dominance 21:58 Altseason Indicator 27:06 Next Catalyst 31:15 Ethereum 43:13 DeFi 54:07 The Takeaways 📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai. Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April. Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last 📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub. With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward. 👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets. 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, the tools, and the network to succeed in your financial journey. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Feb 1h 2min

Trump Announces Reciprocal Tariffs, Inflation Heats up in Germany: PALvatar Market Recap, February 14 2025
🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. 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. More 🌹 or 💔 from the markets this Valentine's Day? 💘 💰 Trump announces #ReciprocalTariffs but gives time until April 1 for negotations 🛍️U.S. Retail Sales figures are out 🇩🇪 Inflation heating up in Germany again as PPI comes in higher than expected 🇨🇳 Chinese banks extended record levels of new yuan loans CPI jumps to 3%, delaying Fed rate cut expectations. Stay ahead with today’s market 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 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. The market data was gathered in the morning European time. 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.pdf Learn more about your ad choices. Visit Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Feb 3min

UK Economy Surprises, U.S. CPI Jumps & Trump’s Tariff Warning: PALvatar Market Recap, February 13 2025
🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. 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. Stronger UK Growth, Rising Inflation & Tariff Fears Shake Markets The UK economy beat expectations with 0.1% GDP growth in Q4 and 1.4% YoY, lifting manufacturing output (+0.7%) and boosting the British Pound. But elsewhere, markets are on edge. 📈 U.S. CPI came in hotter than expected at 3%, delaying hopes for a Fed rate cut. Powell warns that inflation progress isn’t enough yet to justify easing. 📢 Trump ramps up trade tensions, preparing reciprocal tariffs for any country imposing levies on U.S. goods—right before his meeting with India’s PM Modi. 🏛️ Markets react: Equities fluctuate while gold sees renewed demand as a safe haven. Stay ahead with today’s market 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 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.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Feb 3min

CPI Drops, Powell Stays Hawkish & EU Warns of Trade War - PALvatar Market Recap, February 12 2025
🔥 Get Raoul Pal's FREE PDF report to prepare for 2030 and the Exponential change we're about to experience https://rvtv.io/3YOZZUe. 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. After last night’s wild AMA with Raoul, it’s time for a civilized market recap. 🧐 Today, U.S. CPI is in focus, with expectations of a steady 2.9% inflation rate and a slight dip in core CPI (3.2% → 3.1%). Powell made it clear yesterday—no rush to cut rates, but a weaker CPI print could change that. 📢 Trade war heating up? EU President von der Leyen warns of retaliation after Trump’s steel & aluminum tariffs. 📉 Market reaction mixed: DAX & CAC continue upward, but the yen weakens, and gold retreats from record highs as U.S. Treasury yields climb. Volatility is rising—stay ahead with today’s market 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 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.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
12 Feb 3min

Trump’s Tariff War Escalates, Powell Speaks & UK Retail Surges - PALvatar Market Recap - February 11, 2025
🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. 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. Markets React to New U.S. Tariffs & Powell’s Testimony Trump just made good on his promise—a 25% tariff on steel & aluminum imports is now official, impacting all countries with no exemptions. The EU is already preparing countermeasures, fueling fears of an escalating global trade war. 🏛️ Powell testifies before Congress today—investors will dissect every word for clues on the Fed’s next move, especially as inflation risks grow. 🇬🇧 UK retail sales jump 2.5% YoY, the strongest in two years, but concerns remain as retailers face £7B in rising costs. And don’t forget—Raoul’s live AMA is tonight at 5PM ET / 10PM London time. Expect insights, wine, and plenty of unfiltered thoughts. Don’t miss it! 🎧 🔹 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 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.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Feb 3min

Global Macro: Tariffs and the Fed Policy ft. Joseph Wang
👉 *Use code "realvision15" to get 15% OFF tickets for Consensus 2025 in Hong Kong:* https://coindesk.com/consensus-hk. 👉 Get Raoul Pal's FREE report + 30 days of free access to The Exponentialist https://rvtv.io/40wvAe5 Ash Bennington sits down with Joseph Wang, CIO at Monetary Macro and a former senior trader on the Federal Reserve’s open markets desk, to discuss the complex dynamics of Trump’s tariff, the likelihood of multiple rate cuts in 2025, and the mechanisms for lowering longer-term interest rates.Could efforts to weaken the dollar lead to a market crash? 📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub. With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward. 👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD 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 Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Feb 1h 1min

Macro Monday: What Trump's Tariff War Means for Markets ft. Andreas Steno & Mikkel Rosenvold
🔥 TOKEN2049: Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last. 👉 *Use code "realvision15" to get 15% OFF tickets for Consensus 2025 in Hong Kong:* https://coindesk.com/consensus-hk. 👉 Get Raoul Pal's FREE report + 30 days of free access to The Exponentialist https://rvtv.io/40wvAe5 Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. 📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai. Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April. Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last 📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub. With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward. 👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD 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 Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Feb 36min





















