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Real Vision Podcast Network

Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.
Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.
In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.
Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.
Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.
Subscribe today and access the best curated knowledge for FREE.

Real Vision Daily Briefing: Finance & Investing

Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–Denmark–Greenland agreement and what it means for the shifting geopolitical picture in the Arctic, before diving into the recent crypto rally to see whether it really has legs.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 00:22 - Crypto Is Ripping: Should Investors Rotate Out of AI?03:05 - What’s Really Driving the Crypto Rally?04:31 - Why AI and Crypto Could Work Together in the Agent Economy08:23 - Why Markets Are Starting to Look Like March and April Again11:47 - Trump-Xi Summit: Chips, China, and the Next Trade-War Test15:20 - South Korea Exports Surge as the Semiconductor Boom Reaccelerates18:09 - Greenland Deal: What the US, Denmark, and NATO Actually Got22:08 - Semiconductors vs Gold vs Crypto: The Best Q4 Setups23:43 - Iran, Hormuz, and Why We May Be Past Peak Escalation#macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket 
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Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026

Bijan Maleki and Kris Bullock break down the crypto market just ahead of today’s critical FOMC decision, with traders bracing for a potential rate hike and another major test for Bitcoin and risk assets. They run through the charts to identify which tokens continue to show relative strength, which are consolidating, and which are beginning to roll over as the market waits for its next major catalyst. Plus, they take live questions from Real Vision members.

👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 

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

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Bitcoin’s Next Move Comes Down to the Fed? | Trading The Market: September 16, 2026

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! 

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

Timestamps:
00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 
00:07 - Are We F*cked? AI, Inflation, Oil, and Rate Hikes
02:25 - Dario Amodei’s AI Warning: Is the AI Boom About to Slow?
05:22 - Why AI CEOs May Be Hedging Political Risk Ahead of the IPOs
09:18 - Could the US Government End Up Backstopping the AI Buildout?
11:07 - Hardware vs Software: Who Loses If AI Development Slows?
15:23 - Fed Preview: Why a September Rate Hike Now Looks Likely
17:03 - Iran, Saudi Arabia, and the Latest Oil Supply Shock
20:32 - Oil Above $100? Why Markets May Already Be Pricing the Worst
22:32 - What Kevin Warsh Could Signal After the Rate Hike
24:18 - What Usually Happens to Stocks After the Fed Starts Hiking?
25:39 - Why the Dollar Could Still Be the Trade to Fade
27:52 - Fed vs Global Central Banks: Why the US May Hike Less Than Everyone Else
#macromondays #macro #mikkelrosenvold #andreassteno
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Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matters most, and which crypto sectors are showing the strongest momentum. Plus, they dig into the sectors showing the most relative strength, including DeFi, meme coins, NEAR, PUMP, Uniswap, Curve, Morpho, and more. They discuss why real revenue, token value accrual, and product-market fit are becoming increasingly important in deciding what’s worth owning.

👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 

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

Timestamps:
00:00 - Trading the Markets: Crypto Coils for Its Next Move
01:14 - Treasury Announces $6 Billion Bond Buyback
04:11 - Bitcoin, Ethereum & Solana Look Coiled for a Breakout
06:03 - Solana & Hyperliquid Show Relative Strength
08:31 - Fed Rate Hike: What Would It Mean for Crypto?
10:56 - Bitcoin at $83K: The Bull Market Confirmation to Watch
12:27 - Bitcoin’s Four-Year Cycle: Is Another Drop Coming?
16:08 - Ethereum Breaks Out: Is ETH Finally a Buy?
20:24 - Canton Struggles as the Token Loses Momentum
22:19 - PUMP Outperforms as Meme Coins Heat Up
25:09 - PONZ & the Robinhood Meme Coin Trade
27:20 - Sui, NEAR & Zcash: Which Crypto Looks Strongest?
32:49 - Raydium Rips as Solana Gains Momentum
35:49 - Robinhood Stock: A New Way to Play Crypto
42:14 - Should You Dump Weak Altcoins for Market Leaders?
46:07 - Uniswap & Curve Lead the DeFi Reversal
51:49 - DeFi Opportunities: Syrup, Morpho & Aerodrome
#bitcoin #crypto #btc #ethereum #altcoins #cryptocurrency #cryptomarket #cryptotrading #bitcoinprice #treasury #liquidity #bonds #interestrates #macro #trading #investing #defi #realvision
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Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets.

👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 

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

Timestamps:
00:00 - Trading the Markets: Bitcoin’s Reversal Takes Shape
04:27 - Bitcoin Breaks a Major Monthly Bull Market Signal
06:30 - Is the Bitcoin Bottom Finally In?
09:12 - Bitcoin ETF Inflows & Meme Coins Show Signs of Life
12:43 - How to DCA Bitcoin Without Chasing the Rally
16:03 - Bitcoin Consolidation: What Happens Next?
17:36 - Solana & Uniswap Lead the Crypto Rally
19:10 - DeFi & Meme Coins Show Major Strength
21:03 - Robinhood’s Crypto Ecosystem Is Driving the Market
27:09 - Bitcoin, Ethereum & Hyperliquid Hold Their Gains
32:19 - Chainlink & the Tokenization Opportunity
34:58 - NEAR, Aave, Sui, Tron & XRP Lose Momentum
40:11 - PUMP, Bittensor & PENGU Give Back Their Gains
43:27 - Ondo & Morpho: Which DeFi Charts Still Look Strong?
50:07 - What Could Be the Next Hyperliquid?

#bitcoin #crypto #cryptocurrency #btc #ethereum #altcoins #cryptomarket #cryptotrading #bitcoinprice #technicalanalysis #macro #liquidity #investing #trading #etf #nvidia #ai #realvision
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The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case?

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

Timestamps:
00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 
00:23 - Kevin Warsh Turns Hawkish: Should Investors Pull Back on Risk?
02:01 - What Warsh’s Jackson Hole Speech Really Changed
03:31 - PCE vs CPI: Which Inflation Signal Should the Fed Trust?
06:22 - Warsh vs Bessent: The Battle Over Rates and Bond Yields
08:58 - September Rate Hike: Is the Market Overreading the Fed?
13:04 - Why One Rate Hike Probably Won’t Kill the Business Cycle
15:17 - US Strikes Larak Island: Is the Iran War Restarting?
16:46 - Strait of Hormuz, Crack Spreads, and the Next Inflation Trade
21:12 - South Korea Exports vs ISM: The AI Boom Is Still Running Hot
24:01 - Jobs Report Preview: Why Weak Payrolls May Not Stop the Fed
25:54 - ECB vs Fed: Why the Short-Dollar Trade Still Works

#macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #ai #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve
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Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets.

👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 

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

Timestamps:
00:00 - Crypto Market Recap: What Drove the Massive Rally?
02:25 - Bitcoin’s Historic Three-Day Short Squeeze Explained
05:48 - Bitcoin ETF Inflows Surge to a One-Year High
08:08 - U.S. Retail Investors Are Buying Bitcoin Again
10:23 - Altcoins Rally as Crypto Market Breadth Surges
11:30 - Bitcoin Bottom Signal: Is the Bear Market Ending?
15:27 - Bitcoin’s Monthly Trend Nears a Major Bullish Flip
19:14 - Is a New Bitcoin Bull Market Starting?
23:10 - Liquidity, Bond Yields & the Bitcoin Debasement Trade
27:35 - Hyperliquid Hits a New All-Time High
31:28 - Solana & Ethereum Show Major Relative Strength
34:18 - The Altcoins Outperforming Bitcoin Right Now
35:06 - Sui & NEAR Lag the Crypto Market Rally
40:21 - Should You Rotate From Weak Altcoins Into Market Leaders?
44:00 - PENGU, ESP & the Strongest Altcoin Setups
46:08 - REKT, Robinhood Chain & Emerging Crypto Plays
50:12 - Dogecoin vs Hyperliquid: Which Has More Upside?
52:04 - Best Crypto Trades: What to Buy After the Rally?
#bitcoin #crypto #cryptocurrency #btc #ethereum #altcoins #cryptomarket #cryptotrading #bitcoinprice #technicalanalysis #macro #liquidity #investing #trading #etf #nvidia #ai #realvision
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Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action.

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

Timestamps:
00:00 - Are We Finally Back?
00:59 - Bitcoin and Gold Start Moving Again
02:25 - Why the Debasement Trade Is Back
03:24 - What Treasury Buybacks Actually Do
04:53 - The TGA Changes the Liquidity Story
05:29 - Why Bank Liquidity Matters for Markets
07:19 - How Much Liquidity Could Treasury Add?
09:42 - Hedge Funds Become the Marginal Treasury Buyer
11:35 - Is This Sustainable for Bitcoin and Gold?
12:19 - Temporary vs. Permanent Liquidity
14:02 - How Big Could Bessent’s Buybacks Get?
16:46 - Andreas’ Weaker-Dollar Portfolio Setup
18:03 - OpenAI vs. Anthropic
24:14 - Iran, China, and the Geopolitical Spillover
28:06 - What Could Kevin Warsh Say at Jackson Hole?
29:07 - The Most Important Macro Chart Right Now
30:06 - Is the Fed About to Turn Less Hawkish?

#macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve
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Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening - conditions that could become increasingly supportive for bitcoin, gold, and other risk assets.

Kris also digs into PUMP, which has recently overtaken Hyperliquid in 30-day protocol revenue, and explains why he’s considering adding it to the Real Vision model portfolio. They compare the setup with HYPE, run through the usual crypto charts, and look for the strongest opportunities across the market.

👉 Have a question for Kris? Join the live show every Monday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 

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

Timestamps:
00:00 - Why Crypto Is Surging: Treasury Buybacks & Falling Yields
02:04 - Treasury Buybacks, the Dollar & Bullish Financial Conditions
03:00 - SEC & CFTC Crypto Policy: What Happens Without the CLARITY Act?
04:02 - Crypto’s Biggest Short Squeeze in Years
07:39 - ETF Flows & U.S. Crypto Demand Show Signs of Life
10:54 - Bitcoin Rally: Is a Trend Reversal Starting?
13:59 - Ethereum, Solana & Sui: Which Crypto Is Leading?
17:41 - Hyperliquid Rebounds as HYPE Flips Bullish
18:35 - PUMP Beats Hyperliquid on Crypto Revenue
22:10 - Ansem’s Solana Launchpad & the Meme Coin Economy
26:20 - Venice & Morpho: Crypto’s Relative Strength Leaders
29:40 - PUMP, Morpho or Bitcoin? Kris Eyes His Next Trade
32:41 - Robinhood Chain: The New Crypto Ecosystem to Watch
42:28 - Zcash & Monero Break Out as Privacy Coins Rally
46:51 - Ondo, Aerodrome & the DeFi Tokens to Watch
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Treasury Just Flipped the Setup for BTC & Gold w/ Kris Bullock & Bijan Maleki | Trading the Markets Aug. 19, 2026

Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in the current macro regime.

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

Timestamps:
00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning
05:02 - US Consumer Strength vs Record-Low Sentiment: What’s Really Going On
10:41 - Why the Fed Could Be Wrong-Footed by Falling Inflation
13:07 - Four Reasons US Inflation Is Cooling Faster Than Expected
18:45 - Could Goldilocks Change the Midterm Election Outlook?
19:36 - Trump, South Korea, and the Growing Risk to Asia’s AI Supply Chain
22:08 - High-Bandwidth Memory, China, and the US Export-Control Problem
24:31 - Micron, Memory Stocks, and Why the AI Trade May Still Be Early
26:34 - The Best Macro Trade Now: Own Inflation Where the Fed Can’t See It
29:31 - Why a Weaker Dollar Could Unlock the Next Leg of the Rally
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Inflation Is Cooling, So Why Is the Fed Running Hot? | Macro Mondays

DB-Dec06,2021: The Macro Compass is a four-quadrant tool that helps see the macro forest first and then the trees. Alfonso Peccatiello uses this model to determine how to distribute his investment portfolio. Peccatiello discusses on the Daily Briefing investment opportunities in commodities and cryptocurrencies. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEV3xs
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The Secret Formula: A Four Quadrant Approach to Investment

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