{"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":"Panic or No Panic?","slug":"panic-or-no-panic","published_at":"2026-06-08T17:21:00+00:00","page_url":"https://stenobird.com/podcast/real-vision-finance-investing-541102/panic-or-no-panic","show_page_url":"https://stenobird.com/podcast/real-vision-finance-investing-541102","url":"https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV4571240461.mp3?updated=1780945827","audio_url":"https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV4571240461.mp3?updated=1780945827","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","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2015,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/real-vision-finance-investing-541102/episodes/panic-or-no-panic/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/panic-or-no-panic.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}