Real Vision

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 Timestamps: 00:00 - Macro - Iran Conflict Shocks Global Markets 01:02 - Breaking Iran War Headlines and Market Reaction 02:14 - Strait of Hormuz Risk: Oil Supply Threat Explained 03:28 - Oil Price Spike and Global Market Impact 04:41 - Energy Shock vs Demand Destruction Breakdown 05:56 - Inflation Risk Returns as Oil Surges 07:10 - Central Banks in Focus: Fed, ECB, BOJ Outlook 08:26 - Why Rate Cuts Could Be Delayed by Inflation 09:42 - Liquidity Conditions and Market Positioning 10:58 - Equity Markets: Risk-On Rally or Trap? 12:13 - Bond Yields and Growth Expectations 13:29 - Commodities Outlook: Oil, Gold, Natural Gas 14:45 - Supply Chain Risks From Energy Disruptions 17:22 - China and India: Key Drivers of Oil Demand 20:05 - War Escalation Scenarios and Market Outcomes 22:55 - Oil Shock Feeding Into Inflation and Food Prices 25:45 - Corporate Margins and Earnings Risk 28:35 - Hedge Fund Positioning and Deleveraging 32:50 - Safe Havens: Dollar, Gold, and Capital Flows 49:50 - Tactical Positioning: Where Opportunities Are Now 56:55 - Final Macro Strategy: Navigating Market Volatility 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 #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #macro LICENSE CERTIFICATE: Envato Elements Item ================================================= This license certificate documents a license to use the item listed below on a non-exclusive, commercial, worldwide and revokable basis, for one Single Use for this Registered Project. Item Title: Miami Beach Item URL: https://elements.envato.com/miami-beach-9BQLSMS Item ID: 9BQLSMS Author Username: MrRevant Licensee: Nicholas Correa Registered Project Name: Crypto Gathering 2025 - Miami License Date: January 29th, 2025 Item License Code: X8QFZEL3H4 The license you hold for this item is only valid if you complete your End Product while your subscription is active. Then the license continues for the life of the End Product (even if your subscription ends). For any queries related to this document or license please contact Envato Support via https://help.elements.envato.com/hc/en-us/requests/new Envato Elements Pty Ltd (ABN 87 613 824 258) PO Box 16122, Collins St West, VIC 8007, Australia =