Real Vision: Finance & Investing

Real Vision Podcast Network
undefined
Mar 25, 2026 • 33min

The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026 w/ Andreas Steno & Mikkel Rosenvold

A deep dive into macro risks from a potential closure of the Strait of Hormuz and the resulting inflation and energy shocks. Discussion of political tweets that move markets and how leverage and repo spreads could trigger rapid moves. Breakdown of US-Iran backchannels, Iran's bargaining position, and the implications for central banks, liquidity, and funding.
undefined
16 snips
Mar 25, 2026 • 1h 5min

Claude Hits New Milestone, OpenAI Kills Sora | Trading the Markets With AI March 25, 2026

Alan Johnson, Real Vision community member and software engineer who built an AI-augmented portfolio dashboard. He demos a step-by-step system that blends macro signals, LLM narratives, sector rotation themes, and automated screening. The show also covers local vs cloud LLM strategies, execution signals, risk sizing, and how to build AI tools incrementally.
undefined
Mar 25, 2026 • 51min

Is Risk Appetite Returning to Crypto? | REKT Vision with Mando & Gmoney

Gmoney, crypto entrepreneur and investor known for market calls and NFT insights, discusses recent crypto flows amid geopolitical shocks. He covers crypto’s relative strength, developer activity, regulatory clarity and ETF adoption. Conversations span Tau and AI-token dynamics, tokenized indices, and why scarce digital goods may hold long-term cultural value.
undefined
Mar 16, 2026 • 32min

Markets Confront Iran Risk and Fed Policy

A fast-paced look at rising risks around the Strait of Hormuz and how oil flows are being rerouted. Discussion of who benefits geopolitically, from Russia to China, and how energy shocks ripple into fertilizers and food. Preview of a pivotal central bank week and how policy moves could reshape the business cycle. Trade ideas and hedging dynamics weave through the conversation.
undefined
Mar 16, 2026 • 1h

Crypto Defies the Doom and Gloom?

Sergio Silva, CEO of the Meebit Company and crypto entrepreneur, shares views on Bitcoin, altcoins, tokenomics, and market structure. He explains why crypto held up versus stocks, the rise of exchange-like tokens and Hyperliquid, weekend trading dynamics, and real-world crypto use cases in crises. They also touch on political headwinds, private credit risks, and NFT plans tied to football.
undefined
14 snips
Mar 11, 2026 • 24min

Trading the Market with AI: March 11, 2026

Kris Bullock, Real Vision contributor and AI-focused trader who builds AI tools for market research. He walks through recent AI headlines and the limits of AI in trading. He breaks down Oracle and Palantir’s AI pivots and explains token mechanics for Venice and OpenClaw. He also teases practical prompt engineering and setup tips for using custom LLMs in institutional workflows.
undefined
46 snips
Mar 5, 2026 • 1h 16min

We're Not Ready For This

David Mattin, technology lead and co-creator of The Exponentialist, explores AI, energy, agents, and robots. He outlines intelligence per unit energy, AI running real-world tasks, agent-driven marketplaces, and the risks of putting AGI into powerful bodies. Short, provocative takes on solar, geopolitics, memory limits, and how people might adapt.
undefined
14 snips
Mar 4, 2026 • 31min

Trading the Markets with AI: March 4, 2026

Discussion of AI's impact on trading workflows and workforce shifts. Legal and privacy risks when using public large language models are highlighted. New tools like TradingView footprint features and an AI-built order-flow indicator are showcased. Practical advice on hardware and local setups for running trading AI is shared.
undefined
Mar 2, 2026 • 41min

Markets React to US-Iran Conflict

Discussion of how US-Iran military escalation is reshaping oil markets and shipping risk. Analysis of winners and losers across sectors, including tankers, drones and insurance. Exploration of European LNG timing, natural gas and fertilizer supply concerns. Conversation about tech and AI infrastructure strains, NVIDIA moves, and implications for AI pricing and capacity.
undefined
Mar 2, 2026 • 45min

The AI Pendulum Swings the Market Hard

Ejaz, founder and CIO at 26CC and AI/technology investor, breaks down current AI market narratives. He explores why capital shifted from crypto to AI. He contrasts NVIDIA and Google, discusses AI agents and where value accumulates, and examines Block’s workforce cuts and the human cost of automation. He also highlights hardware, energy, and U.S.–China dynamics as key themes for the next few years.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app