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Real Vision Daily Briefing
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Daily macro and markets briefing.

In the last 30 days, Real Vision Daily Briefing produced 19 attributed ideas; most-discussed: GOOGL, AMZN, MSFT.

11
Ideas · 7d
19
Ideas · 30d
366
Ideas · all time
111
Episodes
Names this show discusses most
30D
GOOGL · 1AMZN · 1MSFT · 1
90D
GOOGL · 1AMZN · 1MSFT · 1NVDA · 1

Theses first heard here · 25

Hyperliquid's Kraken integration removes user frictionFIRST HEARD 16 SEP
FOMC outcomes all long-term bullish for BitcoinFIRST HEARD 16 SEP
Bitcoin's core diversification thesis remains intactFIRST HEARD 16 SEP
Near as the universal liquidity and privacy layerFIRST HEARD 16 SEP
Near benefits from Zcash and AI agenticsFIRST HEARD 9 SEP
Latest attributed ideas · most recent first
26 OCTYESTERDAYWhy AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold
AI buildout not a dot-com bubble
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26 OCTYESTERDAYWhy AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold
GPU rental prices rising, defying consensus
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26 OCTYESTERDAYWhy AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold
Market at crossroads on AI growth
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26 OCTYESTERDAYWhy AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold
Big tech earnings key to calming credit markets
SHOWS SPLIT18 SHOWS · NOT ALL ON THE SAME SIDEGOOGLOpen in Zortix →
26 OCTYESTERDAYWhy AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold
EU ramping up trade war with China
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26 OCTYESTERDAYWhy AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold
Lula's Brazil win a negative shock
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26 OCTYESTERDAYWhy AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold
Anthropic's compute shortage hampers momentum
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22 OCT5D AGOThe GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency
Stablecoin reserves ensure value and redemption
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22 OCT5D AGOThe GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency
Stablecoins as tool for US dollar dominance
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22 OCT5D AGOThe GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency
Balancing innovation with regulation
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22 OCT5D AGOThe GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency
Yield vs rewards left to case-by-case review
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19 OCT1W AGOIs Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026
Liquidity surge from Treasury issuance shortfall
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19 OCT1W AGOIs Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026
Security software and server makers as June trades
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19 OCT1W AGOIs Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026
Shift from robotics to autonomous miles
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19 OCT1W AGOIs Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026
Manufacturing acceleration from AI build-out
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5 OCT3W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Yield curve signals broken in new regime
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5 OCT3W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
AI faces political NIMBY and regulatory risk
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5 OCT3W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Hold semiconductors until Korean data cracks
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5 OCT3W AGOHow Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Political instability risks overstated in UK
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21 SEP21 SEPAre Markets About to Take Off Again?
South Korean export boom confirms cycle strength
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21 SEP21 SEPAre Markets About to Take Off Again?
AI and crypto as tandem trades
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21 SEP21 SEPAre Markets About to Take Off Again?
Exhausted positioning signals market rebound
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21 SEP21 SEPAre Markets About to Take Off Again?
Crypto rally driven by short dollar trade
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21 SEP21 SEPAre Markets About to Take Off Again?
Middle East conflict past peak escalation
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21 SEP21 SEPAre Markets About to Take Off Again?
Trump-Xi summit de-escalates trade war fears
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21 SEP21 SEPAre Markets About to Take Off Again?
Crypto's healthier rally on agent economy use
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21 SEP21 SEPAre Markets About to Take Off Again?
Long semiconductor, gold, and crypto sleeves
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
FOMC outcomes all long-term bullish for Bitcoin
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
Ripple automates trading with creator risk controls
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16 SEP16 SEPBitcoin’s Next Move Comes Down to the Fed?
FOMC outcome as Bitcoin's macro catalyst
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION