Real Vision: Finance & Investing
Real Vision Podcast Network
Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.Subscribe today and access the best curated knowledge for FREE.
Episodes
Mentioned books
14 snips
Mar 4, 2026 • 33min
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.
Mar 2, 2026 • 43min
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.
Mar 2, 2026 • 47min
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.
9 snips
Mar 2, 2026 • 1h 2min
Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold
Two finance thinkers trade drinks and jokes while dissecting stocks, commodities, and geopolitics. They debate AI’s real impact on jobs and markets and why vertical integration keeps incumbents dominant. Conversations roam from silver and crypto-as-SaaS to European banks, private credit risks, and the macro picture of inflation and PMIs. Local Copenhagen tips and cultural takes on Norway vs Sweden add color.
Feb 25, 2026 • 29min
Trading the Markets (with AI): February 25, 2026
They debate whether the AI boom echoes the dot-com era or marks a durable productivity wave. NVIDIA earnings and semiconductors are highlighted as key market catalysts. Practical demonstrations show using LLMs to build crypto breadth dashboards and custom TradingView indicators. Hands-on tips cover AI research workflows, prompt iteration, and choosing models and paid tiers.
Feb 24, 2026 • 1h 1min
Crypto Price Action After Trump Tariff Ruling
Discussion of how Lunar New Year and regional markets shape crypto liquidity and volatility. Trade-offs of launching tokens in bear versus bull conditions and practical tokenomics design. The outsized role of Korea and exchanges in retail volume growth. Stablecoin adoption, new institutional liquidity sources, and limits of policy clarity. AI's intersection with crypto through content, agents, and trading automation.
Feb 24, 2026 • 34min
Do Markets Care About Trump’s Tariffs?
They debate the market fallout from sudden tariff announcements and who stands to gain or lose globally. They trace legal limits on presidential tariff power and Congress' role. They consider how tariffs reshape US‑China bargaining and possible Chinese supply‑chain counters. They examine macro effects, Treasury liquidity risks, and whether tariffs could sap US cyclical momentum. They also touch on rapid AI progress and capex trends.
Feb 24, 2026 • 28min
Trading the Markets: February 18, 2026
Kris Bullock, a chart-focused macro and crypto analyst who lays out trade setups and breadth indicators. He dissects the NASDAQ bounce and sector risk appetite. He highlights AI-stock strength, crypto-tech correlation, tokenized gold momentum, and what conditions might spark a crypto rally. He also reviews credit spreads, whale SPX buyers, and a shift toward AI-driven investing tools.
Feb 24, 2026 • 35min
Dalio: "The World Order Has Broken Down"
They debate AI-driven sector rotations and the rapid reshuffling of winners and losers. They unpack huge AI capex at hyperscalers and the squeeze on free cash flow. They weigh buybacks versus long-term AI investment and its impact on corporate moats. They discuss geopolitics from U.S.-Russia ties to Iran and how that shapes commodities, oil, gold, and bond outlooks.
Feb 13, 2026 • 1h 1min
Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates
Grant (Blocmates), research teammate focused on crypto macro and token strategy, and Alex (Blocmates), deep-dive analyst of L1/L2s and tokenomics, dissect recent price action and key levels. They debate AI agent hype, on-chain agents and wallets, the app-layer GDP thesis, LayerZero’s ZRO launch and token supply overhang. Conversations touch vesting, performance-based unlocks and where to park crypto next.
