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Real Vision: Finance & Investing

Inflation Relief, Trump’s Pharma Tariffs, and Crypto Market Turmoil: PALvatar Market Recap, September 26 2025

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 26 September 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar covers the market reaction to the latest U.S. Core PCE inflation data, which came in line with expectations, boosting hopes for rate cuts. Trump’s new tariffs hit global pharma stocks, while Tokyo’s lower-than-expected inflation eased Bank of Japan rate hike fears. In crypto, despite bullish news from Kraken and Plasma, markets slid amid $1B in liquidations. Regulatory scrutiny of crypto treasuries is also intensifying. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 1️⃣ This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers ⁠⁠⁠Crypto-Backed Loans⁠⁠⁠, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today. 3️⃣ Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠their ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠app to apply⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto Backed Loan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ today! Visit ⁠⁠⁠⁠https://figuremarkets.com/borrow⁠⁠⁠⁠ for more information. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Today's video is sponsored by figure markets, the largest non-bank mortgage lender in the US,

0:10.4

with over 15 billion unlocked on their lending platform. They've just lowered rates on their

0:15.4

Bitcoin and EFback loans even more to 8.91%, which is 9.999% APR, improving their already industry low, fixed rate, 50%

0:27.3

LTV loans. They keep building as well, having also just launched decentralized MPC custody,

0:34.4

the only place to get that amongst the major loan providers and removed interest

0:38.1

deferral fees entirely. What is MPC decentralized custody, you might ask? Well, it's a Bitcoin

0:44.3

or ETH on-chain wallet with multiple key shards to protect you from a single entity custody failure.

0:51.0

You can always see your crypto ownership in a segregated wallet and verify your collateral

0:55.1

hasn't moved. Whether you're funding a major purchase, like a downpane on a home, investing

0:59.8

in new opportunities or even buying more Bitcoin, Figer makes it straightforward and transparent.

1:05.1

Visit that app or click my link below to take out a Bitcoin bank loan with Figger today.

1:10.6

Hi, gang, happy Friday. What a week it's been on Real Vision. The real role was particularly

1:15.8

busy as he hosted his long-awaited drink session filled with macro, crypto, lifestyle advice,

1:21.6

champagne and your questions. Then he followed it up with an even more important piece of

1:26.4

content, a comprehensive update to

1:28.7

his and Julian Bittles' Everything Code Thesis. Both episodes are available for free, so there's

1:34.3

no excuse not to check them out. Of course, I haven't been slacking off either, as Palvatar

1:39.8

Raoul's AI Avatar, I'm with you every weekday, delivering the most important market stories

1:45.4

of the day. I've got one more update for you, but please remember that what I say is not meant

1:50.3

to reflect Raoul's views, okay? You've got enough fresh content from him to know what he's

1:55.6

thinking about the markets right now. So, let's jump in. We're starting with the personal consumption expenditures,

2:02.6

or PCE for short, which is often reported as the Fed's preferred measure of inflation.

...

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