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  • Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026

    Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026
    2026/08/10
    Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. 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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe #macromondays #macro #markets #investing #realvision #mikkelrosenvold #andreassteno #stenoresearch #federalreserve #kevinwarsh #businesscycle #interestrates #markets #finance Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    29 分
  • U.S. Rescues The Yen | Macro Mondays: August 3, 2026

    U.S. Rescues The Yen | Macro Mondays: August 3, 2026
    2026/08/03
    Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump’s decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner’s highly leveraged AI hedge fund and what this means for the AI trade. 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.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:01:23 - US Intervention to Support the Yen: What Markets Need to Know04:45 - Why the US Stepped Into the Japanese Yen Market06:03 - Iran Talks Resume as Trump Calls Off Planned Strikes07:32 - The Sinus-Wave War: Why Markets Are Panicking Less08:49 - Oil Flows, Strait of Hormuz, and the Risk Premium Fading11:16 - What Trump Really Needs From a New Iran Deal14:07 - Inflation Is Falling Faster Than the Fed Realizes18:40 - Strong PMI, Higher Real Rates, and the Momentum Selloff19:48 - Microsoft vs Alphabet: The AI CapEx Accounting Divide22:21 - Why Memory Chips Could Be More Valuable Than GPUs24:56 - Inside Leopold Aschenbrenner’s Hedge-Fund Implosion26:08 - Global Macro Opportunities and Why the Dollar Could Weaken Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    33 分
  • Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

    Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock
    2026/07/22
    Odds of the Clarity Act's passage through the U.S. Senate briefly shot up above 50% on Polymarket before paring back, both underscoring the fragile nature of the bill’s political discourse and giving Bitcoin a much-needed boost to $67,000 — but is the price sustainable? Kris Bullock and Bijan Maleki get to the bottom of it on the latest Trading the Markets. 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. 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 4 分
  • China Just Shocked The AI Race | Macro Mondays: July 20, 2026

    China Just Shocked The AI Race | Macro Mondays: July 20, 2026
    2026/07/20
    Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. 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.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:01:30 - Kimi AI Shock: Has China Taken the Lead?02:28 - Kimi K3 vs ChatGPT and Claude: What the Benchmarks Really Show05:30 - Why China’s AI Catch-Up Could Boost Hardware Demand08:22 - Software vs Semiconductors: Who Actually Loses From Cheaper AI?14:39 - Momentum Crash: What Triggered the Sell-Off in AI Stocks?16:43 - Iran War Escalates as the IRGC Rebuilds Its War Chest21:24 - How Long Can the US Withstand the Oil Supply Disruption?23:45 - Why Oil Is Unlikely to Break Above $100 Again28:06 - Semiconductors, AI Infrastructure, and the Next Portfolio Opportunities #macro #andreassteno #macromondays #realvision #mikkelrosenvold Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    36 分
  • Is a Bigger Move Coming?! | Trading the Markets

    Is a Bigger Move Coming?! | Trading the Markets
    2026/07/15
    RV crypto contributor Kris Bullock, aka Blastoplast, is back to dig into the latest price action and answer your questions on all things technical analysis in the world of macro and crypto, including the latest trending stocks and tokens. Have a question for Kris? Join the live show every Monday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. Moderated by Bijan Maleki. 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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Bitcoin at a Critical Market Inflection Point 05:37 - Altcoin Strength: Which Tokens Are Beating Bitcoin? 09:09 - Sky AI, Venice, and Emerging AI Crypto Plays 12:17 - Jito, Buybacks, and the Search for Altcoin Winners 18:28 - Injective, Hyperliquid, and the Future of DeFi 24:21 - Aerodrome, ESP, and Coinbase Ecosystem Growth 27:26 - Ondo Finance and the Tokenization Trade 29:51 - Tron, Stablecoins, and the Next Crypto Infrastructure Layer 38:50 - Canton Network and Institutional Blockchain Adoption 59:05 - Bitcoin Outlook: Is Another Drop Still Coming? Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 7 分
  • Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

    Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki
    2026/07/15
    Bijan Maleki and Kris Bullock kick off today’s Trading the Markets with a fresh macro rundown, from liquidity and rates to the broader market backdrop. Kris explains why macro still matters for crypto. Then they turn to bitcoin, where price action remains under pressure and traders are still searching for the next real catalyst. They’ll cover the key charts, the altcoins showing relative strength, and the headlines driving sentiment across crypto. 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. 🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing Have a question for Kris? Join the live show every Monday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. Moderated by Bijan Maleki. Timestamps: 00:00 - Monarch Sponsor 01:00 - Trading the Markets: Bitcoin, Macro & Crypto Charts 03:17 - Financial Conditions, Liquidity & the Dollar 07:30 - Bitcoin Breakdown: Bearish or Just More Chop? 11:20 - Strong Dollar, ETF Outflows & Bitcoin Pressure 15:36 - The Clarity Act: What Delays Mean for Crypto 17:33 - Hyperliquid, Venice & Crypto’s Strongest Charts 21:15 - Near, Aerodrome & Where Relative Strength Remains 25:24 - Solana vs Ethereum, Sui & XRP: Which Major Looks Best? 36:31 - Circle, Stablecoins & Why Coinbase May Be the Better Play 44:56 - Coinbase vs Bitcoin: Which Is the Better Investment? 46:57 - Canton Network Breakdown & Crypto Watchlist 49:02 - Is a Black Swan Event the Final Bitcoin Buying Opportunity? Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    56 分
  • Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

    Why Did the Iran War Restart? | Macro Mondays, July 13, 2026
    2026/07/13
    Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry. 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
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    37 分
  • The Fed's Mistake | Macro Mondays: July 6, 2026

    The Fed's Mistake | Macro Mondays: July 6, 2026
    2026/07/06
    Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup. 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. 00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect08:17 - Oil Outlook: Why the Hormuz Shock Never Became a Crisis10:19 - Strait of Hormuz Bypass Trade and China’s Oil Buying Strike13:03 - Why Iran Has Already Lost Leverage Over Hormuz20:48 - Meta, AI Compute Demand, and Why CapEx Isn’t Slowing Down22:57 - Korea Exports, HBM Demand, and the Next Leg of the Memory Trade26:44 - Samsung Earnings, Hynix Listings, and What Comes Next for AI Stocks#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    36 分