Global Market Selloff, Fed Hawkish Turn, and Crypto Turmoil: PALvatar Market Recap, November 14 2025

Senior editor, Ash Bennington, welcomes back Tony Greer, editor of the Morning Navigator, to discuss the latest in markets. Tony breaks down what he’s seeing in the tech shakeout and explains how he’s approaching the recent correction in equity markets. He walks through the indicators he watched and how that guides his investment decisions. Ash and Tony then discuss the ongoing suppression of oil demand, especially as fears of lagging demand will persist for years rise, and how Tony is maintaining his long natural resources position. Tony then offers his final thoughts on what he’s looking out for as the week goes on. Real Vision reporter Haley Draznin examines the rise of retail investors and why institutional investors are turning to platforms like Reddit and Twitter to track retail in efforts to gain an edge in the market and gain a better understanding of why they are flocking to stocks like Nikola. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Sep 202033min

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the animal spirits that are driving this market. After reviewing historical financial panics, Ed and Ash take another look at whether options mania is exerting influence on equity price action. They explore the “Softbank narrative” through the lens of volatility investor and arbitrageur Benn Eifert, and examine how speculators are buying options from market makers who are forced to delta-hedge their position, as they don’t want to take a directional position. Lastly, Ed and Ash look forward and see if there is “another shoe to drop” as fall approaches. In the intro, Jack Farley and Ash Bennington discuss the OPEC’s latest monthly oil market report. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Sep 202031min

Bill Fleckenstein, president of Fleckenstein Capital, sits down with Rick Rule, president and CEO of Sprott U.S. Holdings Inc., to talk about the macro drivers of the recent precious metals bull market and what to look for when investing in miners. Using their decades of experience in the industry, Rule and Fleckenstein explain why regardless of a specific price target and because precious metals investments as a percentage of the total market for savings and investments is far below the average over the past 50 years, reversion to the mean has precious metals exposed investments poised to march higher. Rule provides his explanation as to why Warren Buffet, who has called gold a pet rock in the past, has recently allocated a portion of Berkshire Hathaway's portfolio in Barrick Gold Corporation. Fleckenstein argues that there is a problem with using traditional NAV-based analysis and provides viewers with strategies to find hidden value when analyzing miners and to avoid the pitfalls that many investors fall victim to when investing in the space.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Sep 202053min

For much of the population, analysis and projections of COVID-19 cases, mortality, and the associated policy response have brought forward the importance of statistical analysis and modeling techniques that many have never learned and, at best, probably haven't used since long past college years. This has resulted in heated debate, politicization, and huge differences in policy decisions and attitudes across jurisdictions. In this Interview, Christina Ramirez, professor of biostatistics at the UCLA Fielding School of Public Health, sits down with Michael Green of Logica Capital Advisors to help viewers understand the constantly evolving story that the data is telling. Together, they examine the quality of the available data sets, how the consequences of lockdowns have born themselves out in other data like reports of child abuse, and how data indicates that as our knowledge and experience has grown, so too has our ability to combat the pandemic. Viewers can find more info about Christina Ramirez's work and access her updated data sets and charts here: Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Sep 20201h 5min

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on the latest financial newsflow as well as Real Vision's new projects. After briefly discussing oil’s recent price action of oil, Raoul and Ash break down how the Fed's action is affecting different segments of the credit market, and they also weigh in on Jeffrey Gundlach's recent comments that default rates on high-yield credit could double. Raoul then explains why the importance of demographics means that inflation is not always purely a monetary phenomenon. Raoul and Ash then discuss Real Vision Creative Studios, the forthcoming Real Vision crypto channel, as well as "The Exchange," Real Vision’s brand new platform for members to share knowledge with each other. In the intro, Ash speaks to editor Jack Farley about Nikola, Softbank, as well as a week of ample credit issuance. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Sep 202051min

Real Vision managing editor Ed Harrison is joined by Tyler Neville to discuss how the recent market sell-off may have been a temporary equity volatility-driven event due to credit spreads. They question where economic growth is going to come from and how funding in the private markets may fuel it. Real Vision reporter Haley Draznin weighs in on the juxtaposition between the real economy and the financial economy and Citigroup’s announcement today naming Jane Fraser as CEO, becoming the first woman to lead a major Wall Street bank. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Sep 202036min

Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison to discuss the market plumbing that’s fueling the wild price action on Wall Street. Ed and Ash first break down the tremendous pressures on banks, which find themselves in a cash-strapped economy lending to businesses with drastically-curtailed incomes. Ed then weighs the notion that central banks are ‘cartels’ in that they have a monopoly on the money supply. Ed and Ash then analyze the true effect of QE, exploring whether it will actually spur lending growth rather than just inflating asset prices. In the intro, Peter Cooper discusses the JOLTS report and the woes of commercial real estate. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Sep 202032min

Real Vision senior editor Ash Bennington is joined by Jared Dillian, editor of The Daily Dirtnap, to discuss the dramatic turmoil playing out in equity markets. Dillian discusses how the speculative bets in derivatives markets affect price action, and provides greater clarity on Softbank’s role in the ongoing saga. Dillian and Bennington also discuss Tesla’s selloff, the upcoming Canadian election, and the U.S. dollar. In the intro, Jack Farley explores the true effect of Softbank’s call-buying. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Sep 202031min