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
  • These Are the TOP Trades for 2025
    Jan 7 2025

    Bitcoin back over 100K! Andreas & Mikkel discuss tariffs, QE, and market strategies for 2025.

    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 on the key market drivers of 2025, from Trump tariffs to the recent crypto surge plus 5 trades they see working in 2025.

    👉 Don't forget to get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw

    🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com

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


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    36 minutos
  • 5 good trades for 2025
    Dec 16 2024

    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 discuss the latest inflation fears and the impact of China’s stimulus plan on global trade dynamics and equity flows in the new year.

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    32 minutos
  • Macro Mondays: Global Stimulus Signals
    Dec 10 2024

    Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's better-than-expected outlook, it’s a packed session of actionable insights.

    👉 Don't forget to get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw

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    29 minutos
  • Trump vs. China: What’s Next for Global Markets?
    Dec 3 2024

    Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to break down the latest forces driving global markets on another live edition of Macro Mondays. This week, they discuss crypto's surge, shifting trends within the fixed income, and the outlook on China after Trump's threats of higher tariffs.

    Real Vision Black Friday Sale FINAL DAY: Up to 50% OFF https://rvtv.io/4eZ2PLr

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    34 minutos
  • Markets Are Screaming for Liquidity
    Nov 25 2024

    🔥 Black Friday SALE: Up to 50% OFF across Real Vision https://rvtv.io/4eZ2PLr. 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 and forces driving global markets on this live edition of Macro Mondays.

    This week, they discuss how leveraged investing could impact bitcoin, altcoins, and crypto-related equities, where to find value in macro markets right now, what global financial conditions suggest about bonds and the Fed rate-cutting cycle, and much more.

    And don’t miss up to 50% OFF Real Vision memberships, upgrades, merch and more. Black Friday is here: https://rvtv.io/4eZ2PLr


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    35 minutos