logo
episode-header-image
Feb 2023
37m 18s

Is This Rally Just a Blip?

Real Vision Podcast Network
About this episode
U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a weekly survey from the American Association of Individual Investors showed that investors are net bullish for the first time in nearly a year. Jared Dillian, the e ... Show More
Up next
Jul 22
Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock
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 Bull ... Show More
1h 3m
Jul 20
China Just Shocked The AI Race | Macro Mondays: July 20, 2026
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 agai ... Show More
35m 30s
Jul 15
Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki
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 trade ... Show More
55m 30s
Recommended Episodes
Nov 2024
Equities turn a corner after a tough week
<p>US stocks yesterday regained some ground after last week's sharp sell-off that reversed the S&amp;P 500’s post-election gains as Wall Street looks ahead to some major market-moving earnings reports and bets for a December Fed rate cut are losing steam. Fabian Wenner, Equities ... Show More
15m 48s
Apr 2024
A Puzzling End To The Week… And More Room To Run In Energy’s Price Spike 4/5/24
<p>Stocks bouncing back after yesterday’s big sell off. But between a hot jobs report, hawkish Fed talk, and even a literal earthquake… is a market rally the normal reaction? Plus even more room to go in energy’s price spike. The pain at the pump, and where energy stocks could be ... Show More
43m 40s
Sep 2024
Equity markets snap their losing streak
<p>Global stocks rebounded yesterday following the worst week for the S&amp;P 500 since March 2023, as investors await US inflation data for clues on the size of the US Federal Reserve’s coming interest-rate cut. Meanwhile, weakness in Chinese equities is intensifying as a benchm ... Show More
12m 13s
Feb 2023
Stocks Digest Hot Jobs Report, and Is the Energy Trade Out of Gas? 2/3/23
<p>Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a solid gain, despite its disappointing earnings report. We dive into the market moves and lay out what’s next for investors. Plus t ... Show More
22m 21s
Oct 2025
Is The Risk Trade Off?... And Another Rare Earth Rout 10/17/25
<p>Stocks ticking higher and closing out a strong week of gains, but with gold & crypto pulling back as yields catch a bounce, will the risk-off action continue through Q4? Plus… coming back down to earth. How ongoing China trade uncertainty is hitting the rare earth material sto ... Show More
43m 55s
Oct 2025
Stocks Rally As China Trade Fears Diminish… And Bank Results Ready To Go 10/13/25
<p>Stocks bouncing back after Friday’s sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today’s rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for ... Show More
43m 43s
Oct 2023
Markets dragged lower by lacklustre company earnings
<p>While US new homes sales rose strongly, highlighting the remarkable resilience of the US economy, it’s the Q3 earnings season that continues to dominate investor sentiment this week. Carsten Menke, Head of Next Generation Research, talks about China's latest stimulus measures ... Show More
18m 29s