{"podcast":{"title":"Real Vision: Finance & Investing","slug":"real-vision-finance-investing-541102","podcast_index_feed_id":541102,"rss_url":"https://feeds.megaphone.fm/realvision","website_url":"https://www.realvision.com/podcast","image_url":"https://megaphone.imgix.net/podcasts/5e9346f8-9133-11ea-af6f-07ab45ebc34b/image/3bebabb675ac5f39e06c23bb9f72507e.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Real Vision","episode_count":2118,"summary":"Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape. Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals. Subscribe today and access the best curated knowledge for FREE.","last_synced_at":"2026-06-13T22:17:41.579826+00:00","page_url":"https://stenobird.com/podcast/real-vision-finance-investing-541102"},"episode":{"title":"Inflation Inbound? | Macro Mondays: May 4, 2026","slug":"inflation-inbound-macro-mondays-may-4-2026","published_at":"2026-05-04T16:23:00+00:00","page_url":"https://stenobird.com/podcast/real-vision-finance-investing-541102/inflation-inbound-macro-mondays-may-4-2026","show_page_url":"https://stenobird.com/podcast/real-vision-finance-investing-541102","url":"https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV6959254679.mp3?updated=1777913658","audio_url":"https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV6959254679.mp3?updated=1777913658","summary":"Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. 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. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta’s AI Spending Problem and Why the Backlog Isn’t There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won’t Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump’s Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump’s Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pa…","meta_description":"Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Ho…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2020,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/real-vision-finance-investing-541102/episodes/inflation-inbound-macro-mondays-may-4-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/real-vision-finance-investing-541102/inflation-inbound-macro-mondays-may-4-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}