{"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":"The Rally Nobody Believes In | Macro Mondays: April 27, 2026","slug":"the-rally-nobody-believes-in-macro-mondays-april-27-2026","published_at":"2026-04-27T16:20:00+00:00","page_url":"https://stenobird.com/podcast/real-vision-finance-investing-541102/the-rally-nobody-believes-in-macro-mondays-april-27-2026","show_page_url":"https://stenobird.com/podcast/real-vision-finance-investing-541102","url":"https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV1352153745.mp3?updated=1777319632","audio_url":"https://pdst.fm/e/chtbl.com/track/1B146C/traffic.megaphone.fm/ADV1352153745.mp3?updated=1777319632","summary":"Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. 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. 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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold01:06 - Real Vision Pro Portfolio Tracker03:55 - Laughs of the Week: X Doom Posts & AI Slop07:57 - Festus Montana: Data Center Backlash09:30 - Energy Trade: Nuclear, Fuel Cells & Bloom Energy11:17 - Macro Pivot: Iran Stalemate & Strategic Patience13:27 - Crude & Jet Fuel On-Water Storage Analysis15:51 - Negative Natural Gas Prices in Texas vs 2022 Crisis17:46 - Geopolitical Risk vs Market Impact Disconnect19:10 - Investor Sentiment Disconnect at All-Time Highs21:14 - Goldman Prime Book: Low Hedge Fund Leverage23:26 - Semiconductors Rally: South Korea Export Surge25:10 - Mag 7 Cloud CapEx & The Next Power Trade26:46 - EU & US Grid Operators Rationing New Plugins27:30 - Live Show Copenhagen & Wrap-Up Learn more about your ad choices.…","meta_description":"Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains c…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2093,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/real-vision-finance-investing-541102/episodes/the-rally-nobody-believes-in-macro-mondays-april-27-2026/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/the-rally-nobody-believes-in-macro-mondays-april-27-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}