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Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. 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.
Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer.Timestamps:01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk03:15 - Real Vision Updates, Alpha Access, and This Week's Schedule05:40 - What Actually Caused Friday's Market Selloff?07:21 - Nasdaq Damage, CTA Flows, and Why the Straight-Line Rally Is Over09:45 - Was Friday a VaR Shock and What Happens Next?12:06 - The Jobs Report, World Cup Hiring, and Why Payrolls Beat Expectations14:07 - Kevin Warsh, the Fed, and Why Rate Cuts Just Got Harder17:38 - SpaceX IPO, Big Tech Equity Raises, and the Liquidity Squeeze22:01 - The One Chart to Watch: AI Token Pricing and the Data Center Trade24:37 - Iran, Israel, and Why Markets Still Aren't Panicking27:24 - Oil, Fertilizer, and Why the Hormuz Crisis Trade Keeps Fading#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #markets #Iran #jobs
00:01 1999 igjen: to skrekkfilm-hiter og «this time it's different»00:04 Rekordbelåning og margin debt på all time high00:05 Opsjonsjaget vi ikke har sett siden 198700:08 Short gamma, marketmakere og spiralen som ga «Red Friday»00:14 Ingenting virket: bare lang volatilitet beskyttet00:17 Laveste korrelasjoner på to år og VIX opp 40 prosent00:18 Bank of America: «here be dragons» og ledighet mot inflasjon00:20 Bilen, AI og Jevons-paradokset00:24 SpaceX som datasenterselskap, ikke rakettselskap00:30 Børsnotering denne uka: 1770 milliarder og Musks absolutte makt00:31 S&P-nekten mot FTSE, Russell og MSCI00:32 Lockup-kalenderen og dagen å frykte: seks måneder og fire dager00:35 Grok mot Groq og «race to zero» i modellene00:40 Midtøsten: Trump mot Netanyahu og oljeprisen00:44 Hva folk ikke ser på nå: bear flattening og carry trades som ryker00:47 Dollar over 161 og japansk intervensjon00:49 Hudson River Trading og datasenteret i Norge00:51 Norge har misforstått seg selv: fisk, olje, rå kraft og nå compute00:53 Å raffinere compute: Skygard, spillvarme og 10X på krafta00:58 Compute som multiplikator: fra 10x-ere til 100x-ere01:00 Budsjettforliket, Mímir Kristjánsson og minstepensjonistene01:05 Å prestere når alt er mulig: fokus, nysgjerrighet og flytskjemaer01:11 Telefonen som heroin: reels, 24-timers reset og hjernen tilbake01:19 Trikkedrapet og situational awareness01:24 Varsler i stedet for å glo på skjermen: gull/sølv og momentum01:35 1998: LTCM, doblede posisjoner og banken som tapte 900 millioner01:45 Andrew Left, Citron og short-saken som ble svindel01:50 Oraclum, superforecasters og nordmannen på topp01:56 Drewry-indeksen, VM-frakt og Fifas fredspris til Trump Hosted on Acast. See acast.com/privacy for more information.
Conservative Talk Show with a Knock-it-off attitude Live from Florida. Hosts of American in View joins the show for our weekly chat.
We are BACK! It was a much needed hiatus but we are refreshed and ready to go. 0:00 The Show Must Go On. 12:33 Premiere Napa Valley Was Vibe. 24:27 Red Friday. Be sure to SUBSCRIBE and follow us on our social networks @mtgawines (YouTube, Instagram, The Book of Face and the Social Network Formerly Known as Twitter) MTGA Wines: www.mtgawines.com Blaire Payton Wines: www.blairepaytonwines.com
Chance recaps a big week in sports and looks ahead to a loaded weekend! See omnystudio.com/listener for privacy information.
12DEC25: RED Friday, Crowder vs. Piers, USA Hockey Gold, .308 Round, Erika, and More. Hosts: Matt and OliviaBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship. Watch Us Here: linktapgo.com/thedumshow thedumshow.com #DontUnfriendMe #TheDumShow #MAGA #Trump2025 #GOP #ConservativeTalk #FreeSpeech #PoliticsUnfiltered #Republicans #TalkRadio #CallInLive #WimkinLive
Chance goes over a big weekend of football! See omnystudio.com/listener for privacy information.
Conservative talk show waking up America with a Knock-it-off attitude, live from the Freedom State of Florida.
Chance previews a big weekend of sports! See omnystudio.com/listener for privacy information.
O dia em que muitos compram o que não precisam, pela metade do dobro, com o dinheiro que não têm, para impressionar quem nem liga.Antes de sair às compras, assista a este vídeo e reflita:quem realmente sai ganhando nesse movimento?As estatísticas de endividamento não deixam dúvidas:muita gente transforma a Black Friday em Red Friday — cheia de dívidas, culpa e arrependimentos.Aprenda a usar a fé com inteligência e não se deixe levar pelas ondas do mundo.Quem avisa, amigo é.
O dia em que muitos compram o que não precisam, pela metade do dobro, com o dinheiro que não têm, para impressionar quem nem liga.Antes de sair às compras, assista a este vídeo e reflita:quem realmente sai ganhando nesse movimento?As estatísticas de endividamento não deixam dúvidas:muita gente transforma a Black Friday em Red Friday — cheia de dívidas, culpa e arrependimentos.Aprenda a usar a fé com inteligência e não se deixe levar pelas ondas do mundo.Quem avisa, amigo é.
Neste episódio do Bluetimes Talks, revelamos como a Inteligência Artificial deixou de ser tendência para virar o motor de 80% dos supermercados paulistas . Discutimos também a próxima grande revolução do varejo: a IA Agêntica, sistemas autônomos que prometem mudar a jornada de compra, e o paradoxo do WhatsApp, que ainda é pouco explorado como canal de vendas .Trazemos também um cenário otimista para o Natal 2025: com a projeção de 15% de crescimento no consumo e a queda de até 23% no preço do azeite, o varejo alimentar se prepara para reconquistar o consumidor na loja física .Entre os destaques:
On a Red Friday edition of Everything Else with Joshua Brisco, Joshua Brisco gives some of his final thoughts on the Chiefs' matchup with the Denver Broncos before Tucker Franklin joins to talk about vintage college athletics logos, their worries and wishes for the game, and carriage disputes. —You could be on the field at the fifty inside GEHA Field for the official coin toss at a Chiefs home game this season! Enter to win a chance to be on the field for a once-in-a-lifetime view of the pre-game Coin Toss at chiefs.com/GEHA.—EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/kcsportsTry it risk-free now with a 30-day money-back guarantee!—
A fun hour 1 on a RED FRIDAY!
A great 4 hours of all things Chiefs on a RED FRIDAY!
Chance previews a big weekend of College Basketball, College Football, and NFL! See omnystudio.com/listener for privacy information.
A fun first hour on a RED FRIDAY! The juices have begun to flow.
Chance previews a big slate of football this weekend! See omnystudio.com/listener for privacy information.
LIVE TONIGHT: RED Friday, Faith Heals, Lib Meltdown's, WH Remodel, And More. Hosts: Olivia and Matt Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship. Watch Us Here: linktapgo.com/thedumshow thedumshow.com #DontUnfriendMe #TheDumShow #MAGA #Trump2025 #GOP #ConservativeTalk #FreeSpeech #PoliticsUnfiltered #Republicans #TalkRadio #CallInLive #WimkinLive
A full 4 hours of fun and Chiefs talk on a RED FRIDAY!
A good first hour on a RED FRIDAY!
Mac Morey brings Dusty and bob through the headlines on a Red Friday!
Chance previews a big week of college and pro football! See omnystudio.com/listener for privacy information.
LIVE TONIGHT: It's RED Friday, No Kings, Alaska Typhoon, Trump Drops Bomb, And More. Hosts: Olivia and Matt Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship. Watch Us Here: linktapgo.com/thedumshow thedumshow.com #DontUnfriendMe #TheDumShow #MAGA #Trump2025 #GOP #ConservativeTalk #FreeSpeech #PoliticsUnfiltered #Republicans #TalkRadio #CallInLive #WimkinLive
A great first hour on a RED FRIDAY!
A fun hour 4 on a RED FRIDAY! We have Matt McMullen and Shaun Smith!
A good 4 hours on a Friday!
Chance previews a big weekend of football! See omnystudio.com/listener for privacy information.
LIVE NATIONWIDE: It's Red Friday Lockdown, Debate, Jersey, MTG, and More! Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship. Watch Us Here: linktapgo.com/thedumshow thedumshow.com #DontUnfriendMe #TheDumShow #MAGA #Trump2025 #GOP #ConservativeTalk #FreeSpeech #PoliticsUnfiltered #Republicans #TalkRadio #CallInLive #WimkinLive
A loaded 4 hours on a Red Friday!
Chance previews an awesome slate of football in this edition of Red Friday!See omnystudio.com/listener for privacy information.
LIVE NATIONWIDE: RED Friday, Comey, Greta Flotilla, Kirk, Speech And More!Hosts: Matt and Liv Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship. Watch Us Here: linktapgo.com/thedumshow thedumshow.com #DontUnfriendMe #TheDumShow #MAGA #Trump2025 #GOP #ConservativeTalk #FreeSpeech #PoliticsUnfiltered #Republicans #TalkRadio #CallInLive #WimkinLive
Friday is HERE!!
It's all Chiefs on a Red Friday!
Chance talks Chiefs, KU, KSU, NFL, and CFB in this edition of "Red Friday"!See omnystudio.com/listener for privacy information.
On a Red Friday edition of Everything Else with Joshua Brisco, Joshua Brisco discusses how the Kansas City Chiefs can reset their season against the Philadelphia Eagles and how the discourse around the team is already so bad. Later, Tucker D. Franklin joins to talk about Xavier Worthy returning to practice and some trench warfare against the Eagles. To wrap up the show, the guys give their one wish and one worry for the game, indulge in the international KC Wolfpack, and Josh gives his (Paid DLC version) thoughts on Nintendo Direct. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A fun first hour on a RED FRIDAY!
A fun 4 hours!!
Farzin goes over the Chiefs' injury report as Xavier Worthy, surprisingly, practiced this week. Farzin also reacts to Chiefs PA announcer Dale Carter announcing his resignation after he felt a line was crossed. Use promo code FARZIN for $20 off SeatGeek for first time customers! Use my link to get free standard U.S. shipping from Fathead! Follow Farzin on: Facebook Instagram X/Twitter TikTok Follow The Chiefs Zone on: YouTube Facebook Instagram TikTok
A great hour 3 on a RED FRIDAY! We talk MU KU as well as the border war resumes tomorrow afternoon for the first time in over a decade.
LIVE: It's RED Friday! Close Call and A Scare, Will Explain When You Get Here. Join WiMKiN a Free Speech Platform Follow us there: https://wimkin.com/THEDUMSHOW Watch the Live Show on the following channels: linktapgo.com/thedumshow or thedumshow.com THE DUM SHOW, DON'T UNFRIEND ME, POLITICS, GOP, MAGA, REPUBLICANS, TRUMPBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.
LIVE: RED Friday, Bongino, Bondi, ICE, Fuentes & Owens, O'Reilly Is A Fossil and More Join WiMKiN a Free Speech Platform Follow us there: https://wimkin.com/THEDUMSHOW Watch the Live Show on the following channels: linktapgo.com/thedumshow or thedumshow.com THE DUM SHOW, DON'T UNFRIEND ME, POLITICS, GOP, MAGA, REPUBLICANS, TRUMPBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.
LIVE: It's RED Friday! Dem's Lose Again, Schumer Lies, MTG Is The Worst, ACB Slays KBJ, And More. Join WiMKiN a Free Speech Platform Follow us there: https://wimkin.com/THEDUMSHOW Watch the Live Show on the following channels: linktapgo.com/thedumshow or thedumshow.com THE DUM SHOW, DON'T UNFRIEND ME, POLITICS, KAMALA, BIDEN, TRUMPBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.
LIVE: RED Friday, Iran, Leeroy On Erikson, Gold Star, The Fed, and More. Join Matt and Olivia tonight at 7pm Join WiMKiN a Free Speech Platform Follow us there: https://wimkin.com/THEDUMSHOW Watch the Live Show on the following channels: linktapgo.com/thedumshow or thedumshow.com THE DUM SHOW, DON'T UNFRIEND ME, POLITICS, KAMALA, BIDEN, TRUMPBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.
Tonight: It's RED Friday! Elon, Bill For Hire, Abrego Is Back, BBB Status, and More Watch the Live Show on the following channels: linktapgo.com/thedumshowTHE DUM SHOW, DON'T UNFRIEND ME, POLITICS, MAGA, TRUMP, MILITARYBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.
Kendall Gammon joins Pete Mundo for the final Red Friday of the season ahead of Super Bowl LIX! See omnystudio.com/listener for privacy information.
The BIGGEST Red Friday, Plus the State of the City | 2-7-25See omnystudio.com/listener for privacy information.
A BIG Red Friday and ICE Gets to Work! | 1-24-25See omnystudio.com/listener for privacy information.
4 hours on a red Friday! Richard of the Week, Round table with Jon Grayson, What's in the Script and Shaun Smith joins!