European Stocks Rally, U.S. Tax Cuts & Germany’s Confidence Drop: PALvatar Market Recap - February 26, 2025

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Peter Boockvar, CIO of Bleakley Advisory Group and author of The Boock Report, joins Maggie Lake to discuss the market's reaction to today's jobs report and what it means for next week's FOMC meeting. Plus, they examine the difficult situation the BOJ is stuck in. You can find more of Peter's research here:  https://twitter.com/pboockvar   🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Dec 202336min

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Kevin Kelly, co-founder of Delphi Digital, joins Maggie Lake to discuss the key macro trends shaping the crypto landscape, Coinbase's recent stock market outperformance, and the cyclical balancing act shaping up between SOL and ETH. You can find more of Kevin's research here: https://members.delphidigital.io 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Dec 202347min

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai   Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities.   Noelle Acheson, founder and editor of the Crypto is Macro Now newsletter, joins Maggie Lake to discuss the cooling labor market’s impact on markets, what’s happening in crude oil, and bitcoin reaching a new 2023 high of $44,500. You can find more of Noelle's incredible research here: noelleacheson.substack.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod   Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Dec 202333min

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Geo Chen, Author of Fidenza Macro research, joins Maggie Lake to discuss the implications of cooling labor market numbers, analyze the bond market's response, and explore Geo's strategic playbook for capitalizing on bullish views as we approach 2024. You can find more of Geo's incredible research here: https://substack.com/@fidenza 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Dec 202337min

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Traditional markets pullback while Bitcoin soars to $42,000. Paul Hodges, author of the pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the recent fluctuations in gold and bitcoin, and where he expects the U.S. dollar to go from here. Plus, they’ll discuss the delicate geopolitical situation surrounding China and its implications on the macro landscape. You can find more of Paul's research here: new-normal.com 🔥 Get 𝗙𝗥𝗘𝗘𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision:rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Dec 202337min

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj The softer inflation readings this week might demonstrate that inflation is truly disappearing — but is it possible that risks for a spike in future months are still present? Andreas Steno Larsen takes a look at the inflation data to see what is the more likely scenario. Recorded November 16 For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 right here: https://www.realvision.com/steno Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Dec 202328min

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Is Argentina’s pivot towards pro-capitalist candidates a game-changer for its economy and markets? Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, is joined by Jared Dillian, editor of the Daily Dirtnap, and Ignacio Asis, associate professor of public policy at Austral University, to discuss why the results of this Sunday’s Argentinian presidential runoff elections could matter to investors more than you probably know. Recorded November 15, 2023. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Dec 202344min

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Fed Chair Powell is unsure about rate cuts next year. Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the market's reaction to the latest inflation and ISM manufacturing data, Fed Chair Jerome Powell's speech in which he pushed back against rate cuts in 2024, and more. You can find more of Jeremy's incredible research here: https://www.wisdomtree.com In case you missed it, check out the Exponenialist — a new, premium research service from Raoul Pal and David Martin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Dec 202334min