Macro Mondays

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Macro Mondays

Andreas Steno Larsen

109 episodes

6 days ago

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* 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/twi...

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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 unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* 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/twi...

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Episodes (20/109)

Macro Mondays

The Tariff Battle Heats Up

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* 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/twi...

6 days ago

29 minutes

Macro Mondays

Are We in an AI Bubble?

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

1 week ago

30 minutes

Macro Mondays

Bitcoin Soars, Japanese Bonds Buckle

Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s rally and the Japanese bond market action.

3 weeks ago

29 minutes

Macro Mondays

Fed Cuts, Flash Crash, and Geopolitics

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.

1 month ago

30 minutes

Macro Mondays

Most-Hated Rally Ever?

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.

1 month ago

30 minutes

Macro Mondays

Weak U.S. Jobs, Europe in Crisis, & the Oil Setup

Andreas Steno and Mikkel Rosenvold of Steno Research dissect the latest news and trends after another weak jobs reports injected more uncertainty into markets. From what the labor data means for rate cuts to oil’s contrarian setup and political crises in France and the UK, they connect the dots. 🔥 FINAL HOURS: Get 50% OFF Real Vision Connect https://rvtv.io/3UenXVY

1 month ago

30 minutes

Macro Mondays

Crypto Volatility, China Rallies... Is the U.S. Next?

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be underestimating America’s rebound.

2 months ago

31 minutes

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.

2 months 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.

3 months 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...

4 months 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.

4 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.

5 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.

5 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.

5 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.

6 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.

6 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

6 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.

7 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.

7 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.

7 months ago

36 minutes