Drinks With Real Vision ft. Andreas and Mikkel |
Episode details
Episode description
Andreas Steno and Mikkel Rosenvold are here to close out the week with this month’s edition of Drinks With Real Vision. They’ll give their takes on the latest news in markets, unpack what’s really driving the price action, and share how they like to unwind on a Friday night in Copenhagen. Plus, they’re taking questions exclusively from RV members, so make sure you join the live chat on the Real Vision site — it's FREE to join. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamp: 00:00 – Drinks With Real Vision: First Live Edition 01:08 – Polymarket Bets: Jesus, Bitcoin & GTA 6 02:25 – Alien Disclosure Before 2027? Market Odds Breakdown 04:19 – Wine, Millennials & Denmark’s Election Politics 09:10 – Denmark, Greenland & Election Implications 11:00 – Anthropic’s Dario: 50% of Entry-Level Jobs Gone? 13:18 – AI Doom Loop: Hedge Funds Shorting Software Stocks 14:17 – Can AI Really Replace Bloomberg? The Vibe Coding Debate 18:40 – Vertical Integration: Why Some Software Survives AI 20:09 – Silver vs Gold vs Copper: Metal Positioning Explained 26:04 – Is Crypto Just Software-as-a-Service? 27:57 – Inflation Data, AI & the Macro Backdrop 29:09 – Layoffs, AI & European Banking Weakness 40:20 – Private Credit Risks: Where the Real Cracks Could Appear 46:14 – U.S. Crypto Regulation & Survival of the Fittest Altcoins 50:37 – Norway vs Sweden: Investing & Macro Differences 57:07 – Final Thoughts: AI, Crypto & the Software Selloff Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #dollar #ai #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections…