Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a gr ... Show More
Today
Fed Cut Hopes, Weak US Data, Alphabet’s Surge, and BOJ Signals: PALvatar Market Recap, November 26 2025
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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar
⬜ In today’s update, Pal ... Show More
5m 46s
Yesterday
Fed Cut Odds Rise, Tech Rebounds, and Crypto Headlines: PALvatar Market Recap, November 25 2025
🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar
⬜ In today’s update, Pal ... Show More
5m 36s
Nov 24
Macro Mondays: November 24, 2025 | Andreas Steno Larsen and Mikkel Rosenvold
🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*.
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the ... Show More
34m 8s
Feb 2023
DWS' Staples on Yield Curve: Macro Matters
Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.
In thi ... Show More
26m 37s
Aug 2023
Banner Inflation, Banking Braves Out
<p>The Inside Economics team dissects the July report on consumer price inflation and concludes that inflation is on track to be back to the Fed’s inflation target by this time next year. Well, OK, Cris thought more likely the end of next year. The discussion then turned to modes ... Show More
1h 30m
Dec 2022
Where Things Stand Now With Inflation and the Fed
Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do thing ... Show More
49m 37s