Tariff Escalations, Chinese Currency Moves, and U.S. Market Rebound: PALvatar Market Recap, April 08 2025

Tariff Escalations, Chinese Currency Moves, and U.S. Market Rebound: PALvatar Market Recap, April 08 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. ⬜ In today’s update, Palvatar breaks down a partial market rebound following recent turbulence, with Japan’s Nikkei soaring 6%. U.S. equities remain volatile amid rising trade tensions, as President Trump threatens further tariffs on China. Beijing responds by devaluing the renminbi to an 18-month low. Palvatar also highlights weakening U.S. small business sentiment and contrasting current account trends in Japan and France, painting a complex global economic picture. 🔹 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

Episoder(2040)

The End of China as We Know It?

The End of China as We Know It?

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Andreas Steno Larsen sits down with George Magnus, a distinguished economist and China Centre research associate at Oxford University. They examine the critical junctures in the Middle Kingdom’s economy, from real estate turbulence to its demographic woes and new global trade strategies. Recorded November 9th. And check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Nov 202359min

Is the Real Rates Tsunami Incoming?

Is the Real Rates Tsunami Incoming?

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Harry Melandri from MI2 Partners and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed's quantitative tightening and prolonged higher interest rates. Gurevich shares his 2024 inflation and growth outlook and offers insights on how to craft a balanced portfolio during these uncertain times. Recorded November 6th. Check out Alex’s new publication, 21 Futures, which can be found here: https://bitcoinbook.shop?ref=alexgurevich1 And don't forget to check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Nov 20231h 4min

AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell

AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell

🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we're unlocking a piece from our Plus tier for everyone to enjoy. Andreas Steno Larsen welcomes Alex Campbell, ex-macro hedge fund manager turned founder and CEO of Rose AI, to look at how investors can improve their trading with the help of AI. In addition to the broader macro outlook, Alex shares his unique insider perspective on AI's transformative impact on the financial industry. 🔥 Today is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers 👉 https://rvtv.io/40Mle8t Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Nov 202346min

The Q4 Business Cycle: Leads and Lags

The Q4 Business Cycle: Leads and Lags

As a Thanksgiving treat, we’re bringing all members one of our favorite Real Vision Plus pieces of the year. Enjoy. In this episode, Julien Bittel, head of macro research at GMI, explains how the leading and lagging indicators for inflation, employment, liquidity, and more drive shifts in the business cycle and dictate market sentiment. Recorded on October 8, 2023. This is the biggest Black Friday discount we’ve offered. Right now, we’re giving you a 50% discount across all Real Vision membership tiers, and members get to apply their existing membership credits as an additional discount. Learn how to upgrade here: realvision.com/earlyblackfriday Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Nov 202355min

The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan

The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan

🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we’re giving you a peek behind the Real Vision Pro curtain. First, from this month's Insider Talks, Julian Brigden of MI2 Partners and Barry Knapp, managing partner of Ironside Macroeconomics, dissect the current macro landscape and share how it impacts their investment strategy. Next, we’ll hear from Steven McClurg, co-founder of Valkyrie, Leo Mizuhara, CEO of Hashnote, and Matt Hougan, CIO at Bitwise, as they explore the macroeconomic dynamics driving crypto price action. 🔥 This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers and allowing non-members access to Real Vision. Doors will open at 8 am ET on Friday, Nov 24 here 👉 https://rvtv.io/40Mle8t Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Nov 202332min

How Long Can the Fed Hold Rates? With Noelle Acheson

How Long Can the Fed Hold Rates? With Noelle Acheson

🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Noelle Acheson, editor of Crypto is Macro Now, joins Maggie Lake to discuss whether crypto and stocks have finally decoupled, if the bitcoin spot ETF hype is overdone, where interest rates will go from here, and more. 🔥 This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers and allowing non-members access to Real Vision. Doors will open at 8am ET on Friday, Nov 24 here 👉 https://rvtv.io/40Mle8t Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Nov 202337min

Inflation Is Down, but Is It Contained? With Mish Schneider

Inflation Is Down, but Is It Contained? With Mish Schneider

🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss what's driving the stock market's continued strength, whether we face the risk of hyperinflation, what will happen to commodities if that's the case, and where opportunities are arising in tech and crypto. This is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half by giving you a 50% discount, and members get to apply their existing membership credits as an additional discount. Learn more about how to upgrade here: https://rvtv.io/40Mle8t Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Nov 202336min

Is the Green Transition at a Crossroads?

Is the Green Transition at a Crossroads?

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj What do rising geopolitical tensions and turbulent energy markets mean for green energy? As the Ukraine conflict reshapes Western dependence on Russian resources, and with wind and solar facing mounting challenges, the world is at a pivotal moment in its green energy journey. Suriya Jayanti, co-founder and managing director of Eney, joins Andreas Steno Larsen to explore the future of the green transition. Recorded October 31. And check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Nov 20231h 2min

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