Are We Headed for Recession or Not?

Are We Headed for Recession or Not?

We are experiencing technical issues - please head over to our YouTube to watch the livestream. The recording will be up on the website soon after we go off air. The Institute for Supply Management reported that May factory activity exceeded consensus expectations, another sign of resilience for the U.S. economy. “Today’s ISM Manufacturing data represents a decent middle finger to us growth cycle bears - although the market doesn’t seem to care,” said Darius Dale. Still, the founder and CEO of 42 Macro believes the global downturn is not adequately priced into equity markets. Darius joins Andreas Steno Larsen to unpack the May ISM data, the economy, and recent price action. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3m7TtE1. Watch the full interview with Charlie Morris and Michael Nicoletos here: https://rvtv.io/3PUGvHu. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2080)

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⬜ 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, P...

8 Jan 5min

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

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7 Jan 29min

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⬜ 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, P...

7 Jan 5min

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

⬜ 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, P...

6 Jan 5min

New Year, New Geopolitical Shockwaves | Macro Mondays: January 05, 2026

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🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/3K36sq1 A volatile start to 2026 as geopolitics, oil, and liquidity collide. The first Macro Mondays of 2026 kicks off with gl...

5 Jan 35min

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⬜ 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, P...

5 Jan 4min

Year-End Macro Wrap | Macro Mondays: December 22, 2025

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🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what ...

22 Des 202533min

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