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Real Vision: Finance & Investing

Markets Are NOT Priced for Perfection | Macro Mondays: August 18, 2025

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 18 August 2025

⏱️ 37 minutes

🧾️ Download transcript

Summary

Andreas Steno and Mikkel Rosenvold of Steno Research are back to discuss Putin and Trump's meeting in Alaska, what the latest economic data prints mean for markets, the Fed's Jackson Hole conference, and the scenario that markets are mispricing. 📣 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. 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 Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Hey guys, before starting this show, I just want to take a minute to talk about our good friends over at BidWise, the $10 billion global crypto asset manager. On this show, we talk a lot about all the big stories. What's driving markets? What does the data tell us? What are you people missing? And as you already know, crypto is playing a much bigger role in macro. So it's becoming more and more important to really understand the stories driving crypto. Why is Bitcoin going up? Why is Bitcoin going down? What are the institutions

0:25.9

doing? What are people missing? That's why Bitwise launched the weekly CIO memo, a quick summary

0:30.8

each week of what's really moving crypto markets. It's written by the CEO, Matt Hogan. Matt's

0:36.4

is one of the best in business as bridging the worlds of traditional finance and crypto. It's really a great read. It's clear, it's bold, and it's very thoughtful. I highly recommend it to anyone who wants to the latest insights and hottest takes in the crypto world. So head on over to bitwiseinvestments.com slash CIO memo. That's bitwiseinvestments dot com slash cio memo and check it out for yourselves

0:55.6

always of course carefully consider the extreme risks associated with crypto it's august 11th and ready set

1:03.4

connect starts today two weeks of ai and crypto alpha exclusive to rv connect and yeah I'm going to be doing a live AMA, so bring

1:12.6

the spicy questions. Join before midnight for a 50% off plus a bonus pack with a secret video

1:18.6

from me. Go to realvision.com forward slash 50 off or click in the link in the description.

1:30.5

Hello, all there.

1:31.4

Welcome to another edition of Macro Mondays.

1:34.7

We're sending to you live on various platforms, and we're really excited for this show.

1:40.8

My name is Michael Wuzlo, your usual host and as usual, I'm joined by you andreas.

1:45.6

Welcome to the show. Hi, Michael. Got a good weekend?

1:49.8

Yeah, the sun is shining here in Copenhagen. The temperatures are slowly but surely descending

1:54.1

towards more acceptable levels here. So if we can, you know, get the cocktail of sunshine and lukewarm temperatures, I'm good.

2:05.0

And we're getting there.

2:07.6

Almost a golden lock scenario.

2:09.4

We're getting close to that.

2:10.3

Usually this time of your brings that here.

2:12.4

So, Andreas, a lot to talk about today.

2:14.1

We're going to cover the Alaska Summit, the upcoming Washington

2:17.5

summit, the entire situation on Ukraine and the peace talks there, obviously a main driver

...

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