Real Vision: Finance & Investing

Real Vision Podcast Network
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Apr 2, 2026 • 31min

Anthropic Suffers Massive Claude Leak | Trading the Markets With AI

Kris (Chris) Bullock, Real Vision contributor and AI-focused market commentator, breaks down AI industry news and investment angles. He unpacks a major Claude source-code leak and its security implications. He covers OpenAI fundraising, the move to edge compute in cars, Rivian and Waymo first-hand tech impressions, and hardware plays for localized AI inference.
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11 snips
Mar 30, 2026 • 34min

Risk Isn’t Gone and Markets Are Still Unprepared | Macro Mondays: March 30, 2026

They analyze the Iran conflict timeline and how disruptions to the Strait of Hormuz could shock energy and inflation. They discuss military movements, diplomatic options, and whether markets are complacent. They explore market positioning, flows into energy, and potential winners if supply chains rebound. They also cover rate and dollar moves, upcoming economic prints, and portfolio hedging ideas.
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11 snips
Mar 27, 2026 • 58min

Iran War Weighs on Crypto

Farokh Sarmad, president of Rug Radio and crypto commentator, explains how the Iran conflict and Strait of Hormuz closure ripple through markets. He discusses geopolitical shocks hitting Bitcoin and altcoins. They debate macro plays, oil-driven stagflation, Layer-1 activity, and where traders might look for safety and opportunity.
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4 snips
Mar 25, 2026 • 1h 7min

New Milestone for Claude, OpenAI Kills Sora

Alan Johnson, a software engineer in the Alpha community who built an AI-augmented portfolio analysis and execution system. He demos his system’s data sources, architecture, signal generation and execution workflow. Conversation touches on Claude’s desktop co‑pilot, OpenAI canceling Sora, AGI claims and market reaction, Arm’s data center push, and AI infrastructure investment themes.
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Mar 23, 2026 • 35min

The Real Risk Goes Beyond War

They dissect how rising bond yields and central-bank pressure intersect with geopolitical shocks from a potential Strait of Hormuz closure. They debate US–Iran backchannel talks, domestic political signaling in Tehran, and the limits of public casualty claims. They also explore money-market plumbing, Treasury liquidity, and why making big directional bets feels risky right now.
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Mar 20, 2026 • 53min

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.
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Mar 16, 2026 • 34min

Markets Confront Iran Risk and Fed Policy | Macro Mondays

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.
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Mar 16, 2026 • 1h 2min

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.
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14 snips
Mar 11, 2026 • 26min

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.
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46 snips
Mar 5, 2026 • 1h 18min

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.

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