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

The Interview: Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets. Kao highlights energy's outperformance in inflationary environments, positive roll dynamics making carrying long oil futures more attractive, and the shift in policy for OPEC+. Kao also highlights two potential feedback loops he sees for oil--one sending prices higher and the other creating issues for oil and other risk assets. Finally, Kao takes a long-term view analyzing when and how EV penetration will actually affect oil demand and the question of whether shale production will spoil the next big oil price spike. Recorded on April 20, 2021. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Jun 202140min

DB-JUN 21,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and managing editor Samuel Burke to the Daily Briefing to discuss Bitcoin’s recent decline, FED policy implications, and American Airlines. The trio will analyze China’s crackdown on Bitcoin mining as well as increased regulation of cryptocurrency services for China’s largest banks. Additionally, they will cover American Airline’s logistical problems as travel demand returns and explain the differing inflation outlooks highlighted in the FED’s dot plot ahead of Chair Powell’s meeting with Congress on Tuesday. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Jun 202155min

Real Vision Live Replay: The global currency market dwarfs all other markets in its size. Although in weeks like this it is easy to get sucked in by the high volatility in equities, bonds, and crypto, the currency market can provide huge signals about what is actually going on under the surface. Andreas Steno Larsen, chief strategist at Nordea Markets, returns to Real Vision to update viewers on his outlook for major and exotic currency pairs and to help viewers make sense of the signals that currencies are sending for other assets amid a spike in bond and equity volatility. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Jun 202157min

The Interview: Dwight Anderson of Ospraie Ag Science is well known as one of Julian Robertson’s famous "Tiger Cubs" and, for the last 20 years, has been one of the leading investors in agriculture and farming. After realizing the headwinds on the horizon for farmers and traditional agriculture investments, his focus has shifted to the cutting edge of agriculture technologies that will help farmers combat these headwinds by farming smarter, more efficiently, and more sustainably. In addition to highlighting the most important trends and technologies in agtech, Anderson will discuss the case for agtech as an ESG investment for carbon reduction, illustrate the ways agtech can help fight nutritional disparities in the U.S., and break down the difference in opportunity sets between public and private markets. Recorded on April 16, 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Jun 202159min

DB-Jun18,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to explore recent price action of the key macro variable--the dollar--and its impact on markets. In light of the DXY breaking to the upside in the past couple days, Pal provides an update on his macro outlook and where the inflation narrative fits into his perspective. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Jun 202154min

DB-Jun17,2021: Senior editor Ash Bennington and editor Jack Farley welcome Real Vision’s new interim managing editor Samuel Burke to the Daily Briefing. The trio cover the big declines in commodities such as gold, oil, and soybeans alongside a rally in the 30-year U.S. Treasury bond and technology stocks. In the crypto world, Burke inspects the World Bank’s rejection of El Salvador’s request to use Bitcoin as legal tender, and Bennington updates viewers on the utter collapse of a stablecoin known as Titan. Farley and Burke also take a look at OnlyFans’ exploration to sell shares as well as the Bank of America’s fund managers survey, which shows that the majority of portfolio managers agree with the Federal Reserve that inflation will be transitory. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Jun 202157min

DB-Jun16,2021: Real Vision senior editor Ash Bennington hosts Real Vision’s Ed Harrison and Jack Farley to break down an action-packed day as Fed Chair Jerome Powell responds to mounting inflationary pressure with the Federal Open Market Committee (FOMC) concluding their two-day policy meeting. The group covers how the market participants are reacting in real time, not only to the Fed’s direct actions but also their forward projections of interest rates (known as “the dot plot”) as well as their estimates for future economic growth and inflation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Jun 20211h 7min

Real Vision Crypto: As people are spending increasingly more time in virtual worlds (also known as the metaverse), Janine Yorio, managing director of Republic Realm, joins Real Vision's Haley Draznin to discuss an entirely new asset class that has evolved: digital real estate investment. The fund focuses on the acquisition, management, development, and sale of virtual land, known as parcels, across metaverses including Decentraland, The Sandbox, Axie Infinity, CryptoVoxels, among others. Recorded on April 21, 2021. Key Learnings: Digital real estate has the potential to deliver long-term outsized returns due to the rise of cryptocurrencies and the rapidly growing digital currency asset class. It is evolving into a viable store of wealth like real-world real estate, real-world art, and even website domain names due to its scarcity value, ability to monetize from high "foot traffic" and transferability. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Jun 202135min