Fed Anxiety, Middle East Ceasefire, and Japan’s Manufacturing Surge: PALvatar Market Recap, October 09 2025

Fed Anxiety, Middle East Ceasefire, and Japan’s Manufacturing Surge: PALvatar Market Recap, October 09 2025

🔥 Join the waitlist: ⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠ ⬜ 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 highlights investor caution ahead of Fed Chair Powell’s remarks, following FOMC minutes revealing inflation concerns. Despite this, the S&P 500 and Nasdaq hit new highs. A ceasefire between Israel and Hamas lifted regional markets, while China’s rare-earth export curbs stirred geopolitical tension. Germany’s trade data disappointed, signaling economic weakness, whereas Japan’s machine tool orders surged on foreign demand. Stay tuned—it may be quiet now, but calm never lasts. 🔹 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 1️⃣ This episode is brought to you by Figure (⁠http://figuremarkets.co/realvision⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. 3️⃣ Visit their app to apply (⁠http://figuremarkets.co/realvision⁠) for a Crypto Backed Loan today! 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.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1951)

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin

Does inflation increase or decrease wealth inequality? Alex recently got into a Twitter feud on that very subject, but guest co-host Jake Merl sets him straight. They also touch on Fed policy, the quality of government data, and the perils of replying to tweets while walking. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Nov 201826min

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

Why does rapid population growth in urban centers mean we may see more exports from India? Alex and Justine discuss — also touching on the worldwide obesity epidemic, the state of the world in 1800, and the general decline of sexual activity. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Nov 201834min

The Knock-On Effect #24 - Why Fruit Patents Matter

The Knock-On Effect #24 - Why Fruit Patents Matter

What does China’s shifting attitude toward intellectual property mean for the fruit industry? Justine and Alex discuss - also touching on the Bacardi family and the quest for the next celebrity apple. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Nov 201834min

The Knock-On Effect #23 - Are Bear Markets Actually Good?

The Knock-On Effect #23 - Are Bear Markets Actually Good?

Real Vision’s Ash Bennington joins Alex to reflect on a trope frequently heard in the cryptocurrency world these days: “The best projects are built in bear markets.” Plus: The differences between crypto conferences and muni bond conferences, why Bitcoin Cash has become a punchline, and what Alex learned from an Aria bellhop. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Nov 201832min

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

How does the recent mandate to electronically log trucker hours impact the labor force, Amazon and U.S. consumers? Justine and Alex speak with Will Pletcher, president of transportation company MCAH Ltd, about surging wages and costs in trucking. Will also sets the record straight on some common trucker stereotypes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Nov 201834min

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

If the trade war winds down, why might we see more security measures on wine bottles? Alex and Justine discuss, touching on nail-biting auctions, vineyard pests and new uses for the blockchain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Okt 201840min

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

How does the health food craze contribute to the production of drones? Justine and Alex discuss, touching on global smuggling rings, food fakery and sauerkraut flavored honey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Okt 201836min

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

If the Republicans maintain control of Congress, why might it become easier to buy stolen goods by accident? Alex and Justine discuss, also touching on wordy regulations, the emotional reaction to wealth disparities, and Justine's mixed driving record. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Okt 201847min

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