Real Vision: Finance & Investing

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech.

🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing

Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50.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.

00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview 03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar05:11 - Is the Hormuz War Back On or Is Oil Still Flowing?09:11 - Is Everyone Wrong on the US Dollar?13:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again?17:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower20:32 - How to Position Your Portfolio Heading Into Summer Vacation23:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand27:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kris Bullock and Bijan Maleki break down the latest action in crypto as bitcoin struggles to hold the low-$60Ks, bears stay in control, and traders look for what could finally spark the next move. They’ll cover the key charts, the altcoins showing relative strength, and the headlines driving sentiment across crypto. Now is the best time to extend your Pro membership: The biggest sale in Real Vision's history is on. For a limited time only, we're dropping membership prices to their lowest levels ever. For more details, visit realvision.com/pricing.

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.

Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50.
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized.

oday’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.

Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50.01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows05:25 - Oil, Jet Fuel, and Fertilizer Prices Are Rolling Over Fast07:51 - Falling Inflation Changes the Entire Macro Regime09:24 - Why Central Banks Still Haven’t Caught Up to the Disinflation Shift13:17 - Anthropic Export Curbs and the New AI Arms Race17:51 - SpaceX IPO Mania and What It Says About Risk Appetite19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run22:45 - South Korea Exports and Why Semiconductors Still Look Strong17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly opened the Strait of Hormuz. But is the deal actually done!?

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.

00:07 - US-Iran Deal Nears: What It Means for Markets
02:00 - Inside the 60-Day Iran Deal and Strait of Hormuz Reopening
04:37 - Oil Market Surplus: Why Crude Could Fall Below $70
08:02 - Iran Sanctions Lifted: The New Supply Shock for Global Oil
10:56 - ECB Rate Hike Timing Looks Worse After Hormuz Breakthrough
13:17 - Anthropic Export Curbs: Why AI Models Are Becoming Too Big to Fail
17:51 - SpaceX IPO Surge and What It Says About Risk Appetite
19:55 - IPO Boom, Liquidity, and Why This Cycle May Have Further to Run
21:08 - AI Token Pricing, OpenAI, and Anthropic Ahead of IPO Season
22:45 - South Korea Exports, Semiconductors, and the Next Leg of the AI Trade

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 

Connect with Real Vision™ Online:YouTube: youtube.com/@RealVisionFinanceTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices

On the last ever episode of REKT Vision, Mando makes a return to speak with Bijan Maleki about the SpaceX IPO, the AI race, Bitcoin bounce, Strategy’s BTC controversy, Hyperliquid and, of course, the World Cup!

Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending.  Use code REALVISION at Monarch.com to get your first year half off at just $50.   

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.

Learn more about your ad choices. Visit podcastchoices.com/adchoices