Great Power Games Could Leave Europeans Out in the Cold

Great Power Games Could Leave Europeans Out in the Cold

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK officials suggest Moscow aims to install a pro-Kremlin government in Kyiv. Stocks all over the world are tumbling, again, and Bitcoin has breached key technical levels. And there’s real concern about European natural gas supplies. “Risk on” for Putin means “risk off” for investors. Weston Nakamura is here to discuss the state of play with Ash Bennington. Weston also drops a compelling pair trade that could be a decent hedge against both geopolitics and central bankers. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32rm6FR Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2081)

US GDP Surprise, European Divergence, and Pro-Crypto SEC Shift: PALvatar Market Recap, July 30 2025

US GDP Surprise, European Divergence, and Pro-Crypto SEC Shift: PALvatar Market Recap, July 30 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—powe...

30 Jul 20256min

What the GENIUS Act Really Means For Crypto ft. Tyler Williams

What the GENIUS Act Really Means For Crypto ft. Tyler Williams

Tyler Williams, counselor to the U.S. Treasury Secretary, joins Ash Bennington to unpack what we need to know about the GENIUS Act. From regulatory clarity to global strategy, they examine how Preside...

29 Jul 202518min

US-EU Trade Deal, China Talks, and Dalio’s Crypto Pivot: PALvatar Market Recap, July 29 2025

US-EU Trade Deal, China Talks, and Dalio’s Crypto Pivot: PALvatar Market Recap, July 29 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—powe...

29 Jul 20256min

Macro Mondays: July 28, 2025 | Andreas Steno & Mikkel Rosenvold

Macro Mondays: July 28, 2025 | Andreas Steno & Mikkel Rosenvold

After a week off on holiday, Steno Research founder and CEO Andreas Steno and his co-host, Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest news ...

28 Jul 202534min

US-EU Tariff Deal, Fed Rate Watch, and China’s Industrial Struggles: PALvatar Market Recap, July 28 2025

US-EU Tariff Deal, Fed Rate Watch, and China’s Industrial Struggles: PALvatar Market Recap, July 28 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—powe...

28 Jul 20254min

Which Crypto Majors Will Benefit From AI? | Rekt Vision

Which Crypto Majors Will Benefit From AI? | Rekt Vision

📣 Following the departure of OSF (details on that in the last Drinks With OSF and Mando), Mando, Rekt co-founder and author of the Mando Minutes newsletter, will be joined by a roster of new contribu...

25 Jul 20251h 9min

Trump vs. Powell, Global PMI Signals, and FTX Repayments: PALvatar Market Recap, July 25 2025

Trump vs. Powell, Global PMI Signals, and FTX Repayments: PALvatar Market Recap, July 25 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—powe...

25 Jul 20255min

EU-China Talks, ECB Holds Rates, and Global PMI Pulse: PALvatar Market Recap, July 24 2025

EU-China Talks, ECB Holds Rates, and Global PMI Pulse: PALvatar Market Recap, July 24 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—powe...

24 Jul 20256min

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