Podcasts about real vision

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Best podcasts about real vision

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Latest podcast episodes about real vision

Real Vision Presents...
Ukraine Strikes and Market Moves | Macro Mondays (June 2, 2025)

Real Vision Presents...

Play Episode Listen Later Jun 2, 2025 30:19


Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

Real Vision Presents...
Downgrades, Debt, and Digital Gold | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays

Real Vision Presents...

Play Episode Listen Later May 19, 2025 35:56


Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody's U.S. debt downgrade, Trump's Middle East investment tour, and bitcoin's price action amid rising bond yields.

Real Vision Presents...
Japan's GDP Slip, Eurozone Trade Surplus, and Surprise U.S. PPI Drop: PALvatar Market Recap, May 16 2025

Real Vision Presents...

Play Episode Listen Later May 16, 2025 5:00


Palisade Radio
Lyn Alden: Trump Team’s Attempts at Cutting the Deficits Will Fail

Palisade Radio

Play Episode Listen Later May 16, 2025 61:30


Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show to discuss the intricacies of trade deficits, the role of the US dollar as a global reserve currency, and the broader economic implications for the United States. Lyn explains that a trade deficit occurs when a country imports more than it exports, and while some countries experience this cyclically, others, like India, have managed structural deficits by investing in long-term growth rather than overconsumption. The US, however, faces a unique challenge: its trade deficit is deeply tied to its status as the world's reserve currency, which creates an excess demand for dollars and makes it difficult to manufacture competitively. Lyn highlights that the dollar's strength perpetuates this cycle, making imports expensive and exports cheaper, while also forcing the US to rely on foreign investment to fund its deficits. This dynamic has contributed to deindustrialization and a shift in economic power globally. She contrasts this with historical examples like the UK during the Bretton Woods era, where a similar situation led to stagnation before the rise of new powers like the US. The discussion shifts to fiscal dominance, where large government deficits constrain monetary policy, making central banks more reliant on fiscal authorities. Lyn notes that the Fed is increasingly limited in its ability to control inflation due to these fiscal pressures. She also addresses Trump's tariff policies, arguing they harm domestic industries and shift costs onto American consumers while failing to address the root causes of trade imbalances. Inflationary pressures from tariffs are uneven, with specific sectors facing price increases while others experience disinflation. Lyn emphasizes that sustained inflation requires broader money supply growth, which has not been a significant factor in recent years. She concludes by exploring alternatives like gold and Bitcoin as potential reserve assets, suggesting that diversification into neutral reserves could help mitigate risks but remains largely theoretical at this stage. Time Stamp References:0:00 - Introduction0:40 - Trade Deficits & Tariffs5:02 - Sustainable Economics?10:33 - Dollar & Liquidity14:02 - Fiat Currency 'Growth'15:49 - Fed & Fiat Deflation?21:40 - Tariff Model & Truth25:05 - Gold, Bitcoin, & Dollar28:30 - Trade, Tariffs, & Conflict33:04 - Bond Market Impacts36:36 - Taxes & Gradual Tariffs39:05 - DOGE & Reducing Deficits42:00 - Fiscal Dominance46:23 - Devaluing/Lower Dollar?49:43 - U.S. Gov't Buying Gold?52:20 - Bitcoin Reserve?56:09 - Tariffs & Inflation Effects59:40 - Watch for Fiscal Issues1:00:50 - Wrap Up Guest Links:Twitter: https://x.com/LynAldenContactWebsite: https://www.lynalden.com/ Lyn Alden is editor and publisher of LynAlden.com, where she has both a subscription and a free financial newsletter. She says, "Her background lies at the intersection of engineering and finance." Her site provides investment research and strategy, covering stocks, precious metals, international equities, and alternative investments, with a specialization in asset allocation. Whether you're new to investing or experienced, there's a lot there for you. Lyn has a bachelor's degree in electrical engineering and a master's degree in engineering management, focusing on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility. She has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Business Insider, Marketwatch, Time's Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, and The Huffington Post. She has also appeared on Real Vision, The Investor's Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts.

Real Vision Presents...
Eurozone Rebound, UK Growth, and Oil Drops on Iran Talks: PALvatar Market Recap, May 15 2025

Real Vision Presents...

Play Episode Listen Later May 15, 2025 5:03


Real Vision Presents...
Easing Inflation in Germany and the U.S., Japan's Price Pressures, and Coinbase's S&P 500 Surge: PALvatar Market Recap, May 14 2025

Real Vision Presents...

Play Episode Listen Later May 14, 2025 3:24


Real Vision Presents...
A Path to Trade War Diffusion | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays

Real Vision Presents...

Play Episode Listen Later May 12, 2025 31:48


Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to unpack the U.S.-China trade agreement, the market's reaction, and the key narratives and risks investors need to watch right now.

Real Vision Presents...
Banana Zone Alert? Bitcoin Reclaims $100K While ETH Leads Alts | REKT Vision

Real Vision Presents...

Play Episode Listen Later May 9, 2025 66:14


Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They explore whether Bitcoin Dominance has peaked as it surges past $100,000 once again, ether leading the altcoin market gains following its Pectra upgrade, U.S. stablecoin regulation hitting a significant snag, and much more. Check out REKT's affiliate partner Arch Public and their algorithmic trading platform for free at realvision.com/arch

Real Vision Presents...
U.S.-U.K. Trade Deal, China Export Surprise, and ETH Rally: PALvatar Market Recap, May 9 2025

Real Vision Presents...

Play Episode Listen Later May 9, 2025 4:15


Real Vision Presents...
German Political Gridlock, Eurozone PMI Slips, and Fed Decision Day: PALvatar Market Recap, May 06 2025

Real Vision Presents...

Play Episode Listen Later May 6, 2025 3:34


Real Vision Presents...
Is a U.S. Recession Still in the Cards? | Ash Bennington & Jared Dillian

Real Vision Presents...

Play Episode Listen Later May 6, 2025 34:25


Jared Dillian, author of the Daily Dirtnap newsletter, joins Ash Bennington to discuss why he's long on gold and foreign equities, and why he believes a U.S. recession is inevitable.

Real Vision Presents...
Is Trump's Plan Working? | Mikkel Rosenvold & Andreas Steno Larsen | Macro Mondays

Real Vision Presents...

Play Episode Listen Later May 5, 2025 34:41


Steno Research founder and CEO Andreas Steno Larsen is back with his co-host, Mikkel Rosenvold, the company's partner and head of geopolitics, to dissect whether Donald Trump's trade war strategy is bearing fruit as China purchases U.S. Treasuries. Plus, they examine what sparked a sudden volatility spike in the New Taiwan dollar.

Real Vision Presents...
Trump's 100% Tariff, Strong Jobs Data, and Q1 GDP Contraction: PALvatar Market Recap, May 05 2025

Real Vision Presents...

Play Episode Listen Later May 5, 2025 3:01


Real Vision Presents...
Bitcoin Pushes For $100K Despite Macro Uncertainty | Mando & Wizard of SoHo | REKT VISION

Real Vision Presents...

Play Episode Listen Later May 2, 2025 54:12


Rekt co-founder and author of the Mando Minutes newsletter, Mando, is joined by Wizard of SoHo, former macro trader turned CIO at 100X Capital, to discuss the narratives and themes driving cryptocurrencies right now. They explore the U.S.-China trade thaw, this week's economic data, BTC's increasing dominance despite some altcoin recovery, and much more. Later in the show, they are joined by Andrew Parish from Arch Public, Real Vision's affiliate partner (go to realvision.com/arch to try algorithmic trading for free).

Real Vision Presents...
US and Eurozone GDP, China PMI Slump, and Auto Tariff Relief: PALvatar Market Recap, April 30 2025

Real Vision Presents...

Play Episode Listen Later Apr 30, 2025 3:08


Real Vision Presents...
Sifting Through the Trade War Market Trends | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays

Real Vision Presents...

Play Episode Listen Later Apr 28, 2025 34:39


Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all.

Real Vision Presents...
U.S.-China Tariff Updates, UK Retail Sales Surprise, and France Manufacturing Gains: PALvatar Market Recap, April 25 2025

Real Vision Presents...

Play Episode Listen Later Apr 25, 2025 2:37


Real Vision Presents...
Global Market Cooldown, U.S. PMI Slows, and Optimism in Germany: PALvatar Market's Recap, April 24 2025

Real Vision Presents...

Play Episode Listen Later Apr 24, 2025 2:41


Real Vision Presents...
The End of U.S. Dollar Empire? | Ash Bennington & Warren Pies

Real Vision Presents...

Play Episode Listen Later Apr 23, 2025 58:11


Ash Bennington sits down with 3Fourteen Research founder Warren Pies to unpack the unsettling post-Liberation Day market action. With gold rallying as the U.S. dollar, bonds, and equities selloff, Warren explains why a real money exodus from historically trusted assets is underway — and when he expects the trend to end.

Real Vision Presents...
Fed Independence Under Fire, Dollar Weakness, and Gold's Record High: PALvatar Market Recap, April 22 2025

Real Vision Presents...

Play Episode Listen Later Apr 22, 2025 2:57


Real Vision Presents...
Are We Watching the Dollar Break? | Andreas Steno Larsen | Macro Mondays

Real Vision Presents...

Play Episode Listen Later Apr 21, 2025 32:50


In this solo edition of Macro Mondays, Andreas Steno Larsen dives into the biggest stories rattling global markets, from Trump's rumored move against Powell, and the escalating tariff and capital war with China, to gold's surge, Bitcoin's breakout and why all roads now lead to a weaker dollar.