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(2000)

Oil Tensions, UK Inflation Spike, and Bitcoin’s Near Breakout: PALvatar Market Recap, May 21 2025

Oil Tensions, UK Inflation Spike, and Bitcoin’s Near Breakout: PALvatar Market Recap, May 21 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 highlights a surge in oil prices amid geopolitical tensions involving Israel and Iran. UK inflation unexpectedly rose to 3.5%, putting pressure on the Bank of England. Japan's exports slowed, particularly to the U.S., as Trump's tariffs begin to bite. Meanwhile, Bitcoin flirted with a new all-time high as U.S. stablecoin regulation advanced with the GENIUS Act clearing a major hurdle in the Senate. 🔹 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 ⬜ This episode is #sponsored by @FigureMarkets—the platform to Earn and Borrow. ⬜ Unlock your crypto’s potential today—click below to apply for a Crypto Backed Loan today! figure.com/realvision 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

21 Maj 5min

US Yield Drop, Japan's Bond Shock, and China's Rate Cuts: PALvatar Market Recap, May 20 2025

US Yield Drop, Japan's Bond Shock, and China's Rate Cuts: PALvatar Market Recap, May 20 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 reports on the easing of long-term U.S. Treasury yields, lifting global equities and crypto markets. Japan faces bond market turbulence, with 40-year yields hitting record highs. China cuts lending rates to boost growth after weak retail sales, while CATL’s IPO fuels a Hang Seng rally. Meanwhile, Germany sees a sharp drop in producer prices, and despite weak construction output, the DAX reaches new highs. 🔹 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 ⬜ This episode is #sponsored by @FigureMarkets—the platform to Earn and Borrow. ⬜ Unlock your crypto’s potential today—click below to apply for a Crypto Backed Loan today! figure.com/realvision 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

20 Maj 5min

Downgrades, Debt, and Digital Gold | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays

Downgrades, Debt, and Digital Gold | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody’s U.S. debt downgrade, Trump’s Middle East investment tour, and bitcoin's price action amid rising bond yields. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 📣 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. 🔥 Arch Public: It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. Try it for free: https://realvision.com/arch 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

19 Maj 35min

US Credit Downgrade, China’s Mixed Data, and UK’s Brexit Reset: PALvatar Market Recap, May 19 2025

US Credit Downgrade, China’s Mixed Data, and UK’s Brexit Reset: PALvatar Market Recap, May 19 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 covers the U.S. credit downgrade by Moody’s, which pushed 30-year Treasury yields above 5% and hit equity futures. Meanwhile, China’s industrial output beat forecasts, but weak retail sales signaled persistent consumer stress. Asia-Pacific markets declined. In the UK, Prime Minister Keir Starmer prepares to unveil a Brexit "reset" aimed at rekindling EU ties. Stay tuned for deeper insights on Macro Mondays with Andreas and Mikkel. 🔹 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 ⬜ This episode is #sponsored by @FigureMarkets—the platform to Earn and Borrow. ⬜ Unlock your crypto’s potential today—click below to apply for a Crypto Backed Loan today! figure.com/realvision 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

19 Maj 4min

Easing Inflation in Germany and the U.S., Japan's Price Pressures, and Coinbase's S&P 500 Surge: PALvatar Market Recap, May 14 2025

Easing Inflation in Germany and the U.S., Japan's Price Pressures, and Coinbase's S&P 500 Surge: PALvatar Market Recap, May 14 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 highlights easing inflation in Germany and the U.S., setting the stage for potential rate cuts from the ECB and supporting tech stocks globally. Meanwhile, Japan bucks the trend with rising wholesale prices, keeping the Bank of Japan on a tightening path. Plus, Coinbase surges 24% ahead of its addition to the S&P 500. Stay tuned for a major Real Vision announcement tomorrow at 12pm ET, delivered by the real Raoul. 🔹 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. This episode is #sponsored by @FigureMarkets—the platform to Earn and Borrow. Unlock your crypto’s potential today—click below to apply for a Crypto Backed Loan today! figure.com/realvision 🍌 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

16 Maj 3min

Eurozone Rebound, UK Growth, and Oil Drops on Iran Talks: PALvatar Market Recap, May 15 2025

Eurozone Rebound, UK Growth, and Oil Drops on Iran Talks: PALvatar Market Recap, May 15 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 surprising 2.6% jump in Eurozone industrial production and stronger-than-expected UK Q1 growth. However, upcoming tariffs could dampen this momentum. Meanwhile, the U.S. dollar softened ahead of key economic data and Jerome Powell’s speech. Oil prices plunged following signs of a potential U.S.-Iran nuclear deal. Plus, geopolitical tensions escalate as Russia skips high-stakes peace talks in Turkey. And don’t forget: major Real Vision membership news drops today at noon ET. 🔹 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. This episode is #sponsored by @FigureMarkets—the platform to Earn and Borrow. Unlock your crypto’s potential today—click below to apply for a Crypto Backed Loan today! figure.com/realvision 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

16 Maj 5min

Japan’s GDP Slip, Eurozone Trade Surplus, and Surprise U.S. PPI Drop: PALvatar Market Recap, May 16 2025

Japan’s GDP Slip, Eurozone Trade Surplus, and Surprise U.S. PPI Drop: PALvatar Market Recap, May 16 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 covers Japan’s unexpected Q1 GDP contraction and rising concerns over trade with the U.S. In Europe, a revised inflation rate in Italy and a record Eurozone trade surplus stand out. Meanwhile, Fed Chair Powell flagged global trade risks, and U.S. wholesale prices saw their biggest monthly drop since the pandemic. Retail sales also stalled. Big changes are coming to Real Vision next week—stay tuned and don’t join just yet! 🔹 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 This episode is #sponsored by @FigureMarkets—the platform to Earn and Borrow. Unlock your crypto’s potential today—click below to apply for a Crypto Backed Loan today! figure.com/realvision 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

16 Maj 5min

Banana Zone PHASE 2 ft Raoul Pal: ATH Next or Correction First? | OSF ft Raoul Pal | REKT VISION

Banana Zone PHASE 2 ft Raoul Pal: ATH Next or Correction First? | OSF ft Raoul Pal | REKT VISION

📣 Rekt co-founder OSF is joined by Raoul Pal to discuss the narratives and themes driving cryptocurrencies right now. They talk about Raoul's banana zone thesis, the macro landscape, recent price action, where we are headed next, and much more. Check out Real Vision's affiliate partner Arch Public and their free algorithmic trading platform at realvision.com/arch 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 🔥 *Arch Public:* It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉 Try it for free at https://realvision.com/arch 📣 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: discord.com/invite/kYQY2Nd45Y Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Maj 1h 7min

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