
Free Daily Podcast Summary
by 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.
The most recent episodes — sign up to get AI-powered summaries of each one.
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
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
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
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
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
Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech. 🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing 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. 00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview 03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar05:11 - Is the Hormuz War Back On or Is Oil Still Flowing?09:11 - Is Everyone Wrong on the US Dollar?13:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again?17:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower20:32 - How to Position Your Portfolio Heading Into Summer Vacation23:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand27:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk Learn more about your ad choices. Visit podcastchoices.com/adchoices
Kris Bullock and Bijan Maleki break down the latest action in crypto as bitcoin struggles to hold the low-$60Ks, bears stay in control, and traders look for what could finally spark the next move. They’ll cover the key charts, the altcoins showing relative strength, and the headlines driving sentiment across crypto. Now is the best time to extend your Pro membership: The biggest sale in Real Vision's history is on. For a limited time only, we're dropping membership prices to their lowest levels ever. For more details, visit realvision.com/pricing. 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
Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized. oday’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 $50.01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows05:25 - Oil, Jet Fuel, and Fertilizer Prices Are Rolling Over Fast07:51 - Falling Inflation Changes the Entire Macro Regime09:24 - Why Central Banks Still Haven’t Caught Up to the Disinflation Shift13:17 - Anthropic Export Curbs and the New AI Arms Race17:51 - SpaceX IPO Mania and What It Says About Risk Appetite19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run22:45 - South Korea Exports and Why Semiconductors Still Look Strong17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now Learn more about your ad choices. Visit podcastchoices.com/adchoices
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
Listeners also like.

Prof G Markets
Daily market news and analysis covering earnings, geopolitics, Big Tech, and AI with clear, no-jargon insights.

Thoughtful Money with Adam Taggart
Expert advice on building wealth and managing money from top financial professionals.

The Paul Morris Podcast
Entrepreneurs and investors share strategies for building wealth, scaling businesses, and leading high-performance teams.

Thinking Crypto News & Interviews
Covers crypto news, interviews, and analysis on Bitcoin, Ethereum, Web3, DeFi, NFTs, blockchain tech, regulations, and digital asset trends.

The Compound and Friends
A weekly discussion on business and investing with rotating guests offering expert analysis and opinions.

The Real Eisman Playbook
A legendary investor analyzes markets, economic trends, and financial crises with candid, no-nonsense commentary.

Invest Like the Best with Patrick O'Shaughnessy
Interviews with top investors and business leaders reveal strategies and insights for smarter investing and decision-making.

Wall Street Week
Wall Street Week explores global capitalism stories, hosted by David Westin in New York.

The Money Mondays
Discusses investments, side hustles, and charity through interviews with entrepreneurs and celebrities in their homes and studios.

The AI XR Podcast.
Industry insiders interview top founders and executives on AI, spatial computing, VR/AR, and synthetic media.

Here's Why
Explains a single news story in minutes with expert analysis from Bloomberg.

Know Your Risk Podcast
A financial podcast exploring investment risk, portfolio strategies, and market insights beyond traditional Wall Street approaches.
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.
AI-powered recaps with compact key takeaways, quotes, and insights.
Get key takeaways from Real Vision: Finance & Investing in a 5-minute read.
Stay current on your favorite podcasts without falling behind.
It's a free AI-powered email that summarizes new episodes of Real Vision: Finance & Investing as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Real Vision Podcast Network.
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
Real Vision: Finance & Investing publishes every few days. Our AI generates a summary within hours of each new episode.
Real Vision: Finance & Investing covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.