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
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
Nov 24
Fed Rate Cut Odds, Russia-Ukraine Talks, and Bitcoin Volatility: PALvatar Market Recap, November 24 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 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
Jul 2023
MM122: BIG tech earnings & yield curve control explained?
<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
56m 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