About this episode

Andreas Steno Larsen and Mikkel Rosenvold discuss global market shifts, inflation risks, and the implications of AI investments.

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…

People in this episode

Hosts: Andreas Steno Larsen, Mikkel Rosenvold

Topics covered

• global markets
• inflation outlook
• AI narrative
• capex
• mega-cap tech
• market skepticism

Keywords

• inflation
• AI bubble
• global markets
• Strait of Hormuz
• capex
• Microsoft earnings
• Meta AI spending

Sponsors

Plus500 US

Mentioned in this episode

Organizations: Microsoft, OpenAI, Meta, Fed, ECB, BOE

Places: Strait of Hormuz

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