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Macro Mondays
Andreas Steno Larsen
102 episodes
5 days ago
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump’s surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ahead to CPI, the Fed chair race, and why Ethereum’s next big move could already be in motion.
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All content for Macro Mondays is the property of Andreas Steno Larsen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump’s surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ahead to CPI, the Fed chair race, and why Ethereum’s next big move could already be in motion.
Show more...
Investing
Business
Episodes (20/102)
Macro Mondays
Strong Dollar Means Weak Dollar?
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump’s surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ahead to CPI, the Fed chair race, and why Ethereum’s next big move could already be in motion.
Show more...
5 days ago
32 minutes

Macro Mondays
Global Trade Rewired
Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics to disucss Sweden's Inflation surprises, AI disrupting jobs, and the next phase of the trade war.
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1 month ago
34 minutes

Macro Mondays
Iran Tensions Over?
NOTE: This episode was recorded and streamed on Monday, before the Iranian strikes on Qatar and the subsequent cease-fire. To watch the show live in the future, follow Macro Mondays on Youtube: https://www.youtube.com/watch?v=CvQWgrDu1KI&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1 Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to break down the latest news and forces driving glob...
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1 month ago
27 minutes

Macro Mondays
Geopolitics Driving Markets Again
Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning.
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2 months ago
21 minutes

Macro Mondays
Ukraine strikes and the state of sanctions
Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.
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2 months ago
25 minutes

Macro Mondays
Downgrades, Debt, and Digital Gold
Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody’s U.S. debt downgrade, Trump’s Middle East investment tour, and bitcoin's price action amid rising bond yields.
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2 months ago
30 minutes

Macro Mondays
A Path to Trade War Diffusion
Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to unpack the U.S.-China trade agreement, the market's reaction, and the key narratives and risks investors need to watch right now.
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3 months ago
26 minutes

Macro Mondays
Is Trump’s Plan Working?
Steno Research founder and CEO Andreas Steno Larsen is back with his co-host, Mikkel Rosenvold, the company’s partner and head of geopolitics, to dissect whether Donald Trump’s trade war strategy is bearing fruit as China purchases U.S. Treasuries. Plus, they examine what sparked a sudden volatility spike in the New Taiwan dollar.
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3 months ago
30 minutes

Macro Mondays
Is Macro Data Dead?
Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all.
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3 months ago
30 minutes

Macro Mondays
What Could Reverse This Market Meltdown?
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to make some sense of the latest news and trends moving driving global markets on this live edition of Macro Mondays. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD
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4 months ago
29 minutes

Macro Mondays
No more safe havens? Well, maybe...
Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the volatile market environment, the impact of the incoming Trump tariffs, and why it's time to worry about China and Europe.
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4 months ago
27 minutes

Macro Mondays
How to Trade the Geopolitical Firehose
Steno Research partner and head of geopolitics, as well as COO of Asgard-Steno Global Macro, Mikkel Rosenvold is here to break down the many geopolitical events that are affecting investor sentiment right now and how to trade them, including tariffs, Ukraine, Turkey, and more.
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4 months ago
31 minutes

Macro Mondays
How to trade the inflation schism
Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. They discuss the American strikes against the Houthis in Yemen, European fund managers getting wary of Tesla, the global trade barriers, and whether they could bring back the inflation conundrum.
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5 months ago
36 minutes

Macro Mondays
Have We Reached the Bottom in Equities?
Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, Steno Research's head of geopolitics and the fund's COO, to break down the latest global macro trends and news. They dive into the state of the stock market, how much tariffs could affect inflation, where the U.S. dollar is headed, and much more.
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5 months ago
32 minutes

Macro Mondays
Why reciprocal tariffs are a GOOD thing
In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities. Hear why: - Peace in Ukraine might be imminent - Reciprocal tariffs are GOOD - Sugar might be the hottest commodity And much more!
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6 months ago
34 minutes

Macro Mondays
Could Trump actually bring global tariffs DOWN?
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. Timestamps: 00:00:08 – Introduction & Market Overview 00:00:30 – Trump’s Tariff Moves: Market Implications 00:01:49 – Global Leaders Navigating U.S. Trade Policies 00:02:58 – Real Vision Sneak Peek & Macro Analysis 00:04:04 – Kanye We...
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6 months ago
29 minutes

Macro Mondays
3 Good Tariff Trades for a Crazy Week!
Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets. 📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai....
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6 months ago
29 minutes

Macro Mondays
DeepSeek panic or opportunity?
Apologies for the late update - we had some technical difficulties. Remember to check out RealVision.com for your options and extended coverage.Hosts: Mikkel Rosenvold and Andreas Steno
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6 months ago
25 minutes

Macro Mondays
Trump Inauguration Preview - And everything NOT Trump
We preview the Trump Inauguration from a Macro perspective - AND try to take a break from all the Trump nonsense with some good old macro analysis! Hosts: Mikkel Rosenvold and Andreas Steno
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6 months ago
31 minutes

Macro Mondays
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
🔥 Get Raoul Pal's FREE PDF report: https://rvtv.io/3YOZZUe. Andreas is back with Raoul Pal ‪@RaoulPalTJM‬ our special guest to break it all down live…Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Real Vision co-founder and CEO Raoul Pal to break down the strength of the US dollar, inflation expectations, and the role of liquidity in driving growth.Timestamps:00:00 - Introduction:01:32 - The Dollar Surge: What's Driving Currency Markets?03:07 - Trump's Economic ...
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7 months ago
34 minutes

Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump’s surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ahead to CPI, the Fed chair race, and why Ethereum’s next big move could already be in motion.