What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions.
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Yesterday
The Rally Nobody Believes In | Macro Mondays: April 27, 2026
Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet ... Show More
34m 53s
Apr 24
Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026
This week on REKT Vision, Bijan welcomes back Sergito, the CEO of Meebit Company, to discuss the biggest narratives and themes driving cryptocurrencies, macro, and AI right now. They dissect the week's price action, including the ongoing recovery, interesting trades, and, of cour ... Show More
58m 23s
Apr 22
How REKT Drinks Runs On AI | Trading the Markets with AI, April 22, 2026
Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it in their approach to markets. This week, they welcome OSF, cofounder of REKT drinks, to get a sneak peek behind how OSF runs h ... Show More
25m 46s
Oct 2022
Prof G Markets: The Merits of ETFs, Boring vs. Sexy Investments, and the UK’s Monetary Crisis
This week on Prof G Markets, Scott discusses what makes a good ETF, and shares his thoughts on why investing in boring companies often leads to greater returns. He then explains why the markets had such an adverse reaction to the U.K. government’s latest tax breaks.
Learn more ab ... Show More
22m 16s
Aug 2023
MM124: Is Nvidia overvalued and why the expansion of the BRICS matters to the West and the rest!
<p>Nvidia reported an incredible 88% jump in revenue this week driven by the ongoing demand for AI chips. However, their shares finished the session flat. What is a fair valuation for the tech stock and can its shares continue to rise?</p><br><p>The BRICS (Brazil, Russia, India, ... Show More
44m 32s
Mar 2022
Is the AR and VR market only for trillion dollar companies?
Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. Every Monday, Grace and Alex scour the news and record notes on what’s going on to kick off the week.
As before, the Russian invasion of Ukrain ... Show More
10m 14s
<p>A BIG week for global markets, from tech earnings to central bank decisions, get the full low down.</p><br><p>On the trading floor this week, Anthony and Piers discuss:</p><p><br></p><ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ... Show More
