Panic or No Panic?

Real Vision: Finance & Investing

Real Vision

Investing, Business, Business News, News

4.1 • 1.1K Ratings

🗓️ 8 June 2026

⏱️ 31 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. 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. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Ad 01:35 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk 03:15 - Real Vision Updates, Alpha Access, and This Week’s Schedule 05:40 - What Actually Caused Friday’s Market Selloff? 07:21 - Nasdaq Damage, CTA Flows, and Why the Straight-Line Rally Is Over 09:45 - Was Friday a VaR Shock and What Happens Next? 12:06 - The Jobs Report, World Cup Hiring, and Why Payrolls Beat Expectations 14:07 - Kevin Warsh, the Fed, and Why Rate Cuts Just Got Harder 17:38 - SpaceX IPO, Big Tech Equity Raises, and the Liquidity Squeeze 22:01 - The One Chart to Watch: AI Token Pricing and the Data Center Trade 24:37 - Iran, Israel, and Why Markets Still Aren’t Panicking 27:24 - Oil, Fertilizer, and Why the Hormuz Crisis Trade Keeps Fading Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	It's heating up here in NYC, which means summer is almost upon us. It also means it's nearly time for my summer vacation.
0:07.0	And this year, I don't have to stress about my finances because I know they are better organized and I can enjoy myself without worry.
0:15.0	Monarch is the personal finance app that tracks everything. Accounts, investments, saving goals, and spending.
0:21.1	Get your first year of Monarch Core for just half off, just $50 with promo code Real Vision.
0:26.6	Indeed, without Monarch, I don't think my upcoming vacation would be stress-free,
0:31.6	because now I know and I can see my finances all in one place.
0:36.6	Not only that, with their unique features, I know my portfolio is outpacing the S&P 500.
0:42.6	But my favorite thing about the Monarch app is their AI insights, which help me understand,
0:48.0	am I spending more or is it just inflation?
0:51.0	Use code real vision at monarch.com to get your first year of Monarch core half off at just
0:56.1	$50. That's 50% off your first year at monarch.com with code real vision.
1:03.1	Some time it may be good. Sometimes it may be shit. It's Macroll Mondays, big picture,
1:10.7	clip play, stocks, bonds, FX, crypto on the way, get context with strategy
1:17.6	right now on your screen.
1:19.6	Macromondays, level up your week, oh yeah.
1:24.6	Hello out there, Welcome to Real Vision.
1:29.6	Welcome to Macro Mondays.
1:30.9	My name is Miguel Ruzmahl.
1:34.5	I'm your host, as usual, and as usual, I'm joined by you, Andreas.
1:35.3	Welcome to the show.
1:36.6	Thanks, Michael.
1:41.4	You know, Miguel, I'm in a very good mood today, despite what happened on Friday, because yesterday we had the most important election of the year.
	...

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