Macro Mondays

Macro Mondays

By Andreas Steno Larsen and Mikkel RosenvoldBusinessInvesting
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    28 min

    per episode

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Macro Mondays episodes

  • 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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    26 min
  • 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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    31 min
  • 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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    27 min
  • 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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    31 min
  • 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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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    31 min
  • 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.

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    30 min
  • 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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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    28 min
  • 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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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    32 min
  • 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.

    🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 

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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    37 min
  • 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.


    🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 

    Connect with Real Vision™ Online:
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    Twitter: https://rvtv.io/twitter
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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf


    33 min

About Macro Mondays

From the publisher's feed

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…

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