Real Vision: Finance & Investing

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.

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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.

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Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, silver, and global equities. Plus: crypto breathes after brutal liquidations, and Germany opens the door to retail crypto adoption.

Featured Real Vision content:

• Andreas Steno & Alexander Campbell dive into commodities volatility

• Jamie Coutts hosts a live AMA for Pro Members at 4pm ET

Get the day’s biggest stories and what they mean for investors — in minutes.

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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.

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Welcome back to the markets after a brutal weekend.

Gold just had its worst day since 1983, crashing 9%, while silver fell a staggering 27%—the largest drop ever recorded. Add to that steep declines in copper and oil, and we’ve got the recipe for a volatile open. Meanwhile, Asian equities got crushed, with the KOSPI down 5%, and China’s manufacturing PMI missed badly.

In Europe, green shoots: France and the UK posted surprise PMI gains, while Germany’s retail sales shocked to the upside. In crypto, BTC fell to $74K before rebounding, with more than $5.5B in liquidations since Thursday. Regulatory talks begin today at the White House, while Ripple secures a full EU license.

The week is off to a chaotic start—catch the full breakdown inside.

🎧 Brought to you by Palvatar, @RaoulGMI’s AI avatar.

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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.

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Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.

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Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 13%, fueled further by shutdown risk and escalating tensions between the U.S. and Iran.

U.S. equities sold off sharply, led by Microsoft’s worst session since 2020, wiping out more than $350 billion in market value. Meanwhile, Europe offered a rare bright spot as Eurozone GDP beat expectations, unemployment fell to a record low, and Spain led growth.

Precious metals saw extreme reversals after a scorching run — silver plunged 15%, gold dropped as much as 8%, yet remained on track for its best monthly performance since 1982. In crypto, Bitcoin fell to $81,000, marking its worst streak of monthly losses since 2018, triggering $1.8B in liquidations. Binance announced it would convert $1B of stablecoins into BTC, offering a rare vote of confidence.

A packed, volatile session — all the key facts, no spin.

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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:

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