Are We Still Heading for a Recession? w/ David Rosenberg

Are We Still Heading for a Recession? w/ David Rosenberg

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M. David Rosenberg, founder and president of Rosenberg Research, joins Ash Bennington to share his views on the current state of the economy, a growing disconnect between supply and demand, and what it means for the potential of a recession. David also discusses the bubble he sees forming in the stock market, and where he's spotting investment opportunities. Recorded on Thursday, June 20th. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Timestamps: 00:00 - Sponsor: Token2049 01:01 - Introduction of David Rosenberg 01:37 - David's perspective on the current economy 02:18 - Comparison to the 2007 economic outlook 03:33 - Recession pressures and the business cycle 04:11 - Impact of fiscal stimulus on the economy 05:25 - Credit card debt and delinquency rates 06:41 - Changes in consumer behavior and credit card balances 07:53 - The role of excess savings and stimulus checks 08:27 - San Francisco Fed report on excess savings 09:02 - Consumer revolt against high prices 10:06 - Discrepancy between current economic conditions and the Fed's statements 11:23 - Historical comparisons to 2008 and recession signals 12:34 - Overstated non-farm payrolls and data revisions 13:37 - Signs of a potential recession in various economic sectors 14:13 - GDP growth and economic activity slowing down 15:17 - Lack of catalysts for re-acceleration in growth 16:26 - Importance of supply and demand in forecasting inflation 18:11 - Expectations for disinflation and Fed rate cuts 19:20 - Discussion on current trend growth and productivity gains 21:04 - Labor force participation and its impact on the economy 22:15 - Disconnect between productivity gains and aggregate demand 23:26 - Impact of housing and consumer behavior on the economy 24:34 - Global economic conditions and their effect on US exports 25:40 - Outlook on inflation and interest rates without a recession 26:16 - Increasing unemployment rate and its impact on wages 27:23 - Supply curve dynamics leading to disinflation 28:43 - Capacity growth in the industrial sector 29:18 - Expectations for inflation to reach the Fed's target 30:26 - Implications for asset prices and the stock market 31:39 - Concentration risk and the impact of high-performing tech stocks 33:33 - Concerns about excessive valuations and investor behavior 35:08 - Importance of thematic investing and capital preservation 36:50 - Sectors with growth potential: Aerospace, defense, utilities, and healthcare 38:57 - Trading down and frugality trends among consumers 40:14 - Staples and essential sectors as investment opportunities 41:37 - Utilities as a growth area due to climate change and infrastructure needs 43:17 - The role of gold and gold mining stocks in a disinflationary environment 44:56 - Impact of passive indexation on market distortions 46:41 - Risks of bubble bursts and historical parallels 48:02 - Potential market corrections and investor psychology 50:13 - Advice on profit-taking and portfolio rebalancing 51:57 - Importance of capital preservation and conservative investing 52:36 - Final thoughts on the current market cycle 53:47 - Importance of historical context in investing decisions 54:33 - Sentiment and psychology driving market behavior 55:52 - Recommendations for protective strategies in investing Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2034)

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now it’s BOGO... bring a friend or split the cost ☀️ Get it now: https://rvtv.io/49QZAGI Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the latest news and narratives driving market action. From fresh U.S. jobs data to more tariff talk, they unpack everything investors should be watching next. 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Jan 35min

Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025)

Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025)

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now it’s BOGO... bring a friend or split the cost ☀️ Get it now: https://rvtv.io/4hYsZkc This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Raoul Pal, Real Vision co-founder and CEO. They discuss what is in store for markets, particularly crypto, in 2026. 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: discord.com/invite/kYQY2Nd45Y Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Jan 1h 1min

US Jobs Miss, China Inflation Hopes, and Crypto Policy Shifts: PALvatar Market Recap, January 09 2026

US Jobs Miss, China Inflation Hopes, and Crypto Policy Shifts: PALvatar Market Recap, January 09 2026

⬜ 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 softer-than-expected U.S. jobs report that boosted stocks and rate-cut hopes, alongside falling unemployment. He highlights tentative signs China may be emerging from deflation, stronger European data, and ongoing uncertainty around U.S. tariffs. In crypto, Bitcoin holds near $90,000 amid ETF outflows, while regulatory developments in South Korea, Florida, and the UK shape the digital asset landscape. 🔹 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.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Jan 5min

Red Equities, Strong Services, and Crypto Volatility: PALvatar Market Recap, January 08 2025

Red Equities, Strong Services, and Crypto Volatility: PALvatar Market Recap, January 08 2025

⬜ 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 covers a risk-off session in global equities as geopolitical tensions rise and economic data sends mixed signals. Defense stocks outperform on higher U.S. military spending plans, while oil and the dollar edge higher. U.S. labor data points to “no hire, no fire,” even as services activity surprises to the upside. In crypto, Bitcoin slips below $90K, altcoins struggle, and JPMorgan deepens its digital-asset push. 🔹 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.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Jan 5min

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now it’s BOGO... bring a friend or split the cost ☀️ Get it now: https://rvtv.io/4hYsZkc Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X 🔥 Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more.   🔥 Learn more at https://binance.onelink.me/y874/realvison2 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Jan 29min

Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

⬜ 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 covers markets retreating as geopolitical tensions interrupt the New Year rally, with Trump’s Venezuela oil deal pressuring crude and renewed Greenland rhetoric weighing on U.S. futures. Asia slips on China’s export curbs to Japan, while Europe sees inflation ease to the ECB’s 2% target. Crypto trades choppy as equities-linked names rally, ETFs progress, banks embrace tokenisation, and Ethereum upgrades boost scalability. 🔹 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.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Jan 5min

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

⬜ 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 covers a calm start for global equities following a strong US rally that pushed the Dow to fresh highs, while weak ISM manufacturing data kept pressure on the dollar ahead of the jobs report. European stocks extended gains, supported by resilient PMI data. Commodities rallied, with copper hitting records, and crypto stayed strong as Bitcoin ETFs attracted major inflows amid rising competition. 🔹 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.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Jan 5min

New Year, New Geopolitical Shockwaves | Macro Mondays: January 05, 2026

New Year, New Geopolitical Shockwaves | Macro Mondays: January 05, 2026

🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/3K36sq1 A volatile start to 2026 as geopolitics, oil, and liquidity collide. The first Macro Mondays of 2026 kicks off with global markets already on edge. Andreas Steno Larsen and Mikkel Rosenvold are back to break down the dramatic developments in Venezuela, the implications for oil markets, and what this signals about U.S. foreign policy momentum heading into the year. 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Jan 35min

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