Are We in an AI Bubble? | Macro Mondays: October 20, 2025
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Andreas Steno Larsen and Mikkel Rosenvold of Steno Research are back to break down whether we’re entering a new AI bubble, what the Fed’s next move means for markets, and why retail investors are driving the rally while institutions hesitate
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00:00 - Real Vision 3.0 Coming Soon!
01:20 – Welcome to Macro Mondays: Bitcoin, Jobs & Japan
02:24 – Real Vision Portfolio: +75% YTD Performance Review
03:48 – Economists Got It Wrong: Why the Models Failed in 2025
05:29 – U.S. Labor Market Shrinking? The Ice Contractor Story
07:20 – How Migration Policy Is Changing U.S. Job Creation
09:26 – Is the Fed Cutting to Avoid a Jobs Spiral?
10:59 – Where Are We in the Bitcoin Cycle? Banana Zone Logic
12:05 – Why Governments Own So Little Bitcoin
13:11 – Will Western Governments Ever Buy BTC Strategically?
14:14 – Bitcoin vs Lottery Tickets: Time to Temper Expectations?
15:36 – October 6th Doom Cycle? Why This Time May Be Different
16:35 – Japan’s New PM and the Rise of Fiscal Dominance
18:59 – Japan’s Private Credit Engine Is Back Online
22:23 – Why Copper Tariffs Haven’t Triggered Inflation (Yet)
27:25 – Q4 Macro Outlook: Growth Up, Inflation Down
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