About this channel
Real Vision brings macroeconomics, digital assets and technology into the same market conversation. Bond yields, international tensions and trade figures appear alongside Bitcoin, altcoins and the…
Real Vision brings macroeconomics, digital assets and technology into the same market conversation. Bond yields, international tensions and trade figures appear alongside Bitcoin, altcoins and the financing of AI. The channel treats these as connected areas of interest for people following how money moves between markets, with episodes that ask what a development in one part of the economy could mean elsewhere.
Named discussion formats include Macro Mondays and Trading The Market, while other videos centre on conversations with individual guests. Andreas Steno and Mikkel Rosenvold feature in market discussions, and Ari Redbord and Ash Bennington appear in an episode about crypto security. Across these formats, the titles foreground interpretations, scenarios and arguments about what investors should be watching. That makes the material particularly relevant to viewers who want to hear a market thesis examined in conversation.
For example, an episode on South Korean trade data considers why those figures deserve attention, while coverage of Micron links a company story to the direction of technology stocks. A separate discussion asks whether enthusiasm for AI is getting in the way of an altcoin rally. The security strand broadens the picture further, examining cryptocurrency threats and the possibility that AI could increase the scale of ransomware.
The channel is suited to viewers with an interest in market analysis who want to connect economic indicators with debates about digital assets and emerging technology. Practical AI use also appears in the mix, so the perspective is not confined to asset prices. What ties the material together is the attempt to interpret change: which signals matter, which risks deserve attention and how different market narratives fit together.
Latest episode
How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile…
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertainty, and renewed concerns over the country’s finances are putting pressure on French assets. Is the turmoil a genuine warning for investors — or exactly the kind of dislocation you should be buying? Plus, Andreas and Mikkel revisit purchasing power parity and ask how useful PPP really is when trying to figure out where currencies should trade.
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That's Real Vision. The place where the best minds in macro and crypto break down what's moving, with the research, tools and community to help you make your own calls.
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Timestamps:
- Macro Mondays October 5, 2026
00:22 - Mid-Cycle or Late-Cycle? The Big Macro Question
02:14 - GDP vs PPP: Is Russia’s Economy Really Smaller Than the UK’s?
05:15 - Why Energy and Food Self-Sufficiency Matter More in a Crisis
07:21 - Iran War Update: Why Oil Flows Are Better Than Before the War
10:56 - Can a Democratic Midterm Sweep Derail the AI Buildout?
14:32 - ISM Services Miss: Is the US Economy Starting to Slow?
17:55 - France in Turmoil: Are Markets Pricing in Too Much Political Risk?
20:39 - Marine Le Pen, French Bonds, and Why France Could Be a Buy
26:09 - Mid-Cycle vs Late-Cycle: Will Central Banks Kill the Expansion?
29:01 - Dollar Strength, Hormuz, and the April-Style Setup Returning
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More episodes from this channel
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Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets
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Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and...
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Treasury Just Flipped the Setup for BTC & Gold w/ Kris Bullock & Bijan Maleki | Trading the Markets
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