Macro Mondays

De: Andreas Steno Larsen
  • Sumário

  • Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.

    We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world

    The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)

    Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe

    © 2025 Macro Mondays
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Episódios
  • DeepSeek panic or opportunity?
    Jan 28 2025

    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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    26 minutos
  • Trump Inauguration Preview - And everything NOT Trump
    Jan 20 2025

    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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    31 minutos
  • Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
    Jan 13 2025

    🔥 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 Strategy: Tariffs, Dollar Strength, and Negotiations"
    05:20 - Monetary Policies in 2025: Echoes of 2016 and QE Predictions"
    07:17 - Bitcoin and Markets: Parallels to 2017 and the Next Move
    12:30 - UK Bond Market Troubles: A Canary in the Coal Mine?
    15:43 - Inflation and Liquidity: Navigating the Economic Crossroads
    20:40 - Retail Sales Boom: The Early Signs of Economic Revival
    27:53 - Crypto’s Liquidity Role: How to Prepare for the Next Rally
    33:07 - Closing Thoughts: Upcoming Events and Macro Strategies

    Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.

    About Real Vision™:
    We arm you with the knowledge, tools, and network to succeed on your financial journey.

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    34 minutos
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