New Year, New Geopolitical Shockwaves | Macro Mondays: January 05, 2026

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🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI A volatile start to 2026 as geopolitics, oil, and liquidity collide. The first Macro Mondays of 2026 kicks off with global markets already on edge. Andreas Steno Larsen and Mikkel Rosenvold are back to break down the dramatic developments in Venezuela, the implications for oil markets, and what this signals about U.S. foreign policy momentum heading into the year. Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. 00:00 - Welcome back! 01:00 – First Macro Mondays of 2026: Venezuela, Bitcoin & the Year Ahead 04:30 – Venezuela Regime Change: What It Means for Oil Supply 06:57 – Why Heavy Crude Makes Venezuela a Long-Term CapEx Play 09:08 – Trump’s Plan: U.S. Refineries Set to Enter Venezuela? 11:15 – Is This the Start of U.S. Energy Imperialism 2.0? 13:03 – Greenland Next? Trump’s Geopolitical Ambitions Escalate 15:01 – Investment Angle in Greenland: Mining, Rare Earths & U.S. Access 17:01 – Gold Breaks Out: A Decoupling from China in Real Time 19:20 – Silver Risks: Overleveraged Longs and CME Margin Hikes 21:45 – Bitcoin as a Geopolitical Asset: Venezuela’s Frozen BTC 23:42 – Could the U.S. Add Venezuela’s Bitcoin to a Strategic Reserve? 26:02 – Geopolitics of Debt: Who Will Finance Venezuela Now? 28:40 – Disinflation Confirmed: Fed May Cut as Soon as Q1 2026 31:31 – ISM Print Supports Rate Cut Thesis: CapEx Window Opens 34:10 – Taiwan Risk Lower After Venezuela? China’s Oil Dilemma Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #macro