Real Vision: Finance & Investing

Latest Episodes:

How a Crypto Pro Uses AI May 11, 2026

Show notes

Real Vision's Bijan Maleki and Kris Bullock are back for a very special episode with Chief Crypto Analyst, Jamie Coutts. Bijan, Kris and Jamie tackle the latest AI news before digging into how Jamie's using AI to supercharge not only his work, but his life. Recorded on April 28, 2026.
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Inflation Inbound? | Macro Mondays: May 4, 2026 May 04, 2026

Show notes

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism.

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Timestamps:

01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble
02:02 - Real Vision Portfolio Update and Why April Was Strong
02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate
04:36 - Meta’s AI Spending Problem and Why the Backlog Isn’t There
07:06 - What Could Actually Burst the AI Bubble?
08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds
09:24 - Why the Fed Won’t Cut Rates Yet Under Kevin Warsh
10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz
11:13 - Trump’s Hormuz Announcement and Iran Missile Headlines
13:08 - Can Trump’s Move Break the Strait of Hormuz Deadlock?
14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships
16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest
19:17 - Why the West Can Still Pay Up for Oil and Food Supply
20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies
23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies
26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game

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The Rally Nobody Believes In | Macro Mondays: April 27, 2026 Apr 27, 2026

Show notes

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 equities continue to grind higher.

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Timestamps:

00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold
01:06 - Real Vision Pro Portfolio Tracker
03:55 - Laughs of the Week: X Doom Posts & AI Slop
07:57 - Festus Montana: Data Center Backlash
09:30 - Energy Trade: Nuclear, Fuel Cells & Bloom Energy
11:17 - Macro Pivot: Iran Stalemate & Strategic Patience
13:27 - Crude & Jet Fuel On-Water Storage Analysis
15:51 - Negative Natural Gas Prices in Texas vs 2022 Crisis
17:46 - Geopolitical Risk vs Market Impact Disconnect
19:10 - Investor Sentiment Disconnect at All-Time Highs
21:14 - Goldman Prime Book: Low Hedge Fund Leverage
23:26 - Semiconductors Rally: South Korea Export Surge
25:10 - Mag 7 Cloud CapEx & The Next Power Trade
26:46 - EU & US Grid Operators Rationing New Plugins
27:30 - Live Show Copenhagen & Wrap-Up

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Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026 Apr 24, 2026

Show notes

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 course, Meebits and the wider NFT space.
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How REKT Drinks Runs On AI | Trading the Markets with AI, April 22, 2026 Apr 22, 2026

Show notes

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 his business on AI. Tune in live every Wednesday at 1PM ET. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

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Oil Risk Returns, but Do Markets Even Care? Apr 20, 2026

Show notes

As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics.

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Is Bitcoin Primed for $80,000 Next? Apr 17, 2026

Show notes

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Spencer, CEO of Orange Cap Games, to discuss the biggest narratives and themes driving cryptocurrencies, macro and AI right now. They dissect the week's price action, including the recent recovery, ETH's comeback, the latest in AI, NFTs, Web3, and much more.
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
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New Survey Reveals Growing Problem With AI | Trading the Markets With AI, April 15, 2026 Apr 15, 2026

Show notes

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. Through enhanced research, coding apps, dashboards, and creating one's own technical indicators, Kris gets into it all with a rotating cast of RV community members. Tune in live every Wednesday at 1PM ET. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

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Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026 Apr 13, 2026

Show notes

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets.

Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

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Raoul Gives an Update on Crypto, Macro, AI | REKT Vision, April 10, 2026 Apr 10, 2026

Show notes

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Raoul Pal for his highly anticipated update on the business cycle, macroeconomic conditions, crypto price action, AI's breakneck evolution, and lifestyle tips. Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more. 👉 Learn more at https://binance.onelink.me/y874/realvison2 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

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