
Hosted by Real Vision Podcast Network · EN

Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again, and if the latest inflation reports signal something more persistent beneath the surface. 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 - Monarch Sponsor 01:05 - Macro Mondays: Trump-Xi, Rates, Inflation, and Iran Hopeium 02:40 - Andrew Tate’s 30-Year Bond Trade and Why Long Yields Matter 06:03 - Why Rising Bond Yields May Not Mean What They Used To 10:20 - Hot CPI, PPI, and Why the Fed Still May Not Hike 14:40 - Iran Talks, Oil, and What Could Restart the Rally 16:39 - Why China-US Cooperation Is Keeping the Oil Market Balanced 19:22 - Will Trump Pivot Back to Rate Cuts After Iran? 23:06 - Semiconductors: Is It Time to Take Profits? 25:13 - Bernie Sanders, AI Data Centers, and the First Political Pushback 29:28 - UK Bonds, Fiscal Worries, and Why Political Risk May Be Overstated Learn more about your ad choices. Visit podcastchoices.com/adchoices

Upgrade your execution - Trade on Kraken Pro: https://kraken.pxf.io/c/6873097/3884423/10583 View legal disclosures at kraken.com/legal/disclosures.”_______________________________________________________Not investment advice. Crypto trading involves risk of loss._______________________________________________________Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc._______________________________________________________ This week on REKT Vision, Bijan Maleki welcomes Real Vision contributor Kris Bullock, aka Blastoplast, to dissect the biggest narratives and themes driving cryptocurrencies, macro, and AI right now, from this week's price action, the Clarity Act's road through U.S. Congress, trade ideas, Hyperliquid's surge, and much more. 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kris Bullock is joined by Bijan Maliki to break down the latest AI news.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

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:01:07 - Why 2026 Is Starting to Look Like 202103:17 - Hantavirus, Covid Flashbacks, and Why Markets Should Ignore It06:30 - Easy Dollar Liquidity, SLR Reform, and the Return of Risk Appetite11:27 - Tomorrow’s CPI Report and the Next Inflation Wave13:29 - Iran, Oil, and Why Hormuz Is Fading as a Market Driver15:03 - Trump-Xi Meeting: The Underreported Macro Event of the Week17:30 - Best Portfolio Hedges for US-China Decoupling22:21 - Iran, Ukraine, China: Could Easing Geopolitics Extend the Rally?25:12 - End Consumer Scarcity: The New AI and Semiconductor Trade 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

This week Kris Bullock is joined by Nico Brugge to break down the latest AI news before Nico puts on his skeptic hat and Kris helps Nico (and his friends and family) from mid-curving this exciting technology. 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

Real Vision's Bijan Maleki and Kris Bullock are back for a very special episode with Chief Crypto Analyst, Jamie Coutts. Bijan, Kris and Jamie tackle the latest AI news before digging into how Jamie's using AI to supercharge not only his work, but his life. Recorded on April 28, 2026.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

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. 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. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta’s AI Spending Problem and Why the Backlog Isn’t There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won’t Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump’s Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump’s Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pay Up for Oil and Food Supply20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #realvision #macromondays #andreasteno Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. 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 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold01:06 - Real Vision Pro Portfolio Tracker03:55 - Laughs of the Week: X Doom Posts & AI Slop07:57 - Festus Montana: Data Center Backlash09:30 - Energy Trade: Nuclear, Fuel Cells & Bloom Energy11:17 - Macro Pivot: Iran Stalemate & Strategic Patience13:27 - Crude & Jet Fuel On-Water Storage Analysis15:51 - Negative Natural Gas Prices in Texas vs 2022 Crisis17:46 - Geopolitical Risk vs Market Impact Disconnect19:10 - Investor Sentiment Disconnect at All-Time Highs21:14 - Goldman Prime Book: Low Hedge Fund Leverage23:26 - Semiconductors Rally: South Korea Export Surge25:10 - Mag 7 Cloud CapEx & The Next Power Trade26:46 - EU & US Grid Operators Rationing New Plugins27:30 - Live Show Copenhagen & Wrap-Up Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week on REKT Vision, Bijan welcomes back Sergito, the CEO of Meebit Company, to discuss the biggest narratives and themes driving cryptocurrencies, macro, and AI right now. They dissect the week's price action, including the ongoing recovery, interesting trades, and, of course, Meebits and the wider NFT space. 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

Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it in their approach to markets. This week, they welcome OSF, cofounder of REKT drinks, to get a sneak peek behind how OSF runs his business on AI. Tune in live every Wednesday at 1PM ET. 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