Trump’s 100% Tariff, Strong Jobs Data, and Q1 GDP Contraction: PALvatar Market Recap, May 05 2025

The Interview: Christian Angermayer, founder of Apeiron Investments, Atai Life Sciences, and COMPASS Pathways, made headlines for attributing his decision to invest in Bitcoin to a trip on mushrooms, but his journey as an investor and advocate for psychedelics goes much deeper than the clickbait. In this interview with Mike Green, Angermayer discusses how he went from a successful investor living the straight edge life to founding and eventually IPOing two startups, which are at the cutting edge of research into how mushrooms and other psychedelics could revolutionize the way we think about treating mental health issues. Together, they discuss the parallels between the modern human experience and other times of great change, how this is manifesting itself in societal and individual angst, and why this might make today the perfect time for broader acceptance of these treatments. They also touch on Green's own personal experience with mushrooms and Angermayer's optimistic approach to investing in technologies driving human progress. Recorded on May 8, 2021. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Aug 20211h 8min

The Interview: Azeem Azhar, founder of Exponential View, joins Real Vision managing editor Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming business and life as we know it. Azhar identifies how technologies such as vaccines, renewable energy, and additive manufacturing (commonly known as "3D printing") are advancing at a rate faster than previously thought possible. He and Harrison discuss the "winner-take-all" dynamics of technological process, and Azhar argues that the era of "diminishing returns" and economies of scale is over—there is no limit to how much market share a company can command, save for government regulation. Accordingly, Azhar thinks there could be some "pitchfork risk" of a populist backlash. He and Harrison discuss the implications of this as well as universal basic income, potential bubble signals, and crypto. Recorded on May 12, 2021. To continue the discussion with fellow Real Vision members on Ed's and Azeem's interview, click here to visit the Exchange: https://rvtv.io/3olruRt Key learnings: For companies who can leverage 'network effects,' the addition of each customer is accretive to the value of every other customer. This effect can create a world in which companies can expand their operations with accelerating, rather than diminishing, returns. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Jul 20211h 13min

DB-Jul30,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to share his thoughts on earnings for tech and energy companies as well as the continued uncertainty surrounding Chinese tech stocks. Ritchie covers the market’s negative reactions towards Amazon’s earnings release and its signaling of economic growth. The trio looks at the continued crackdown against Chinese tech equities and overcrowding of the U.S. IPO market. At the end of today’s briefing, Ash and Jack will preview the fifth part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Jul 202135min

DB-Jul29,2021: Jared Dillian of The Daily Dirtnap sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss his outlook for the economy by analyzing jobless claim data and GDP forecasts in addition to commenting on Robinhood’s IPO. The trio covers the decline in jobless claims and its implications for the state of the labor market. Dillian examines Robinhood’s price action on its first day of trading and criticism of its payment for order flow business model. During today’s briefing, Ash and Jack will preview the fourth part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Jul 202135min

DB-Jul28,2021: Real Vision’s Weston Nakamura sits down with Jack Farley on the Daily Briefing to share his thoughts on price action related to the FOMC meeting today and the recovery in Chinese equities. Nakamura covers data implying a slowdown of the economy even as inflation prints continue to remain higher than expected. The pair explains the recent bullish sentiment towards Bitcoin and the mixed sentiment in Chinese markets as stocks begin to recover from the sharp sell-off. During today’s briefing, Jack will preview the third part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Continue the conversation with Jack and Weston over at the Real Vision Exchange! https://rvtv.io/exchAfterHours728 Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Jul 202136min

Crypto Gathering Special: Mustafa Yilham, VP of Global Business Development at Bixin; Meltem Demirors, chief strategy officer for CoinShares; Caroline Cochran, co-founder and chief operating officer of Oklo; and Whit Gibbs, founder and CEO of Compass Mining discuss how Bitcoin will ultimately prove a net positive for the greening of the planet. Given recent comments from individuals such as Elon Musk on their concerns over Bitcoin's adverse affects on the environment, the Real Vision Crypto team felt that it would be only proper to present our audience with an alternative viewpoint. Recorded live on March 24, 2021 at Real Vision's Crypto Gathering. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Jul 202151min

DB-Jul27,2021: Tommy Thornton, founder of Hedge Fund Telemetry, sits down with Real Vision’s Ash Bennington on the Daily Briefing to discuss price action within the NASDAQ as well as the continued onslaught against Chinese tech companies. Thornton walks through the sectors that he believes are strong and how to navigate the uncertainty surrounding popular tech companies in China. At the conclusion of today’s briefing, Ash will preview the second part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Jul 202138min

DB-Jul26,2021: Darius Dale, founder of 42 Macro, sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss Bitcoin’s rebound, Chinese regulatory concerns, and deflationary signals on Dale’s radar. Dale explains potential tailwinds for Bitcoin’s recent strength despite the increase in China’s regulation of technology and educational companies. Before the briefing concludes, Ash and Jack will preview an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Jul 202139min