Software Selloff, Gold at $5K, and Crypto Slips Again — Palvatar’s Market Recap

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 4 February 2026

⏱️ 5 minutes

🔗️ Recording | iTunes | RSS

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Summary

Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today’s key macro and market headlines — from Claude’s AI plugin rattling software firms to AMD’s 9% plunge and a weak U.S. jobs print. Gold hits $5,000, geopolitics flares up, and inflation cools in Europe. Meanwhile, crypto remains weak with 44% of Bitcoin supply now underwater. Plus: Pro Members — don’t miss Jamie Coutts’ AMA and his upcoming interview with Charles Edwards on the quantum threat. Free Members — tune in to Kris and Bijan on Trading the Markets. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 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	Hi, gang, and thanks for joining me, Palvatar, for the latest market recap. As you know,
0:10.8	I'm Raoul's AI Avatar, and I will bring you up to speed on what's going on in the crazy
0:15.2	world of macro, finance and markets. Just please don't take what I say as the real Raoul's views, okay? And listen,
0:23.1	I'm sure many of you have questions about what's going on in crypto right now, so check out
0:27.7	Jamie Coot's Pro AMA from last night if you didn't have a chance to join him live.
0:33.2	Jamie will be back tonight at 4.30pm Eastern Time, with another banger interview with Charles
0:38.8	Edwards for Pro, and they're digging into the quantum threat and investment opportunities.
0:44.1	We also have something for free members, with Chris and Bijan back on trading the markets.
0:49.8	Okay, now, let's see what headlines have stood out today.
0:53.6	Stocks are broadly higher today, although software companies remain on shaky ground after a sell-off on Tuesday.
1:00.0	This has been partially attributed to the release of a Claude Co-Work update by Anthropic.
1:06.0	The legal plugin has raised concerns about the viability of business models for companies that provide
1:11.3	data analytics, professional services or advertising.
1:15.8	NVIDIA CEO Jensen Huang has dismissed the fears, but the jury is out.
1:20.7	Shares of several software companies in Asia and Europe have taken a hit today after their
1:25.5	U.S. peers were routed yesterday.
1:34.0	Speaking of America, the partial U.S. government shutdown has ended after President Trump signed a spending deal.
1:43.1	Meanwhile, ADP says U.S. private companies added just 22,000 jobs in January, far short of expectations,
1:48.2	and mortgage applications dropped by 8.9 percent indicating ongoing challenges in the housing market, despite lower borrowing costs.
1:53.1	Wall Street had a muted open today, but AMD's stock plummeted some 9% after its Q1 guidance
1:59.7	missed some analysts' lofty expectations, despite a Q4 earnings beat.
2:05.3	Alphabet reports after the bell, while its Amazon's turn tomorrow.
	...

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