Macro Sunday

Andreas Steno Larsen

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 worldThe 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

  • 28 minutes 17 seconds
    Year-End Macro Wrap

    It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what we learned after a volatile year in global markets — and what they’re preparing for in 2026.

    From the entire team at Real Vision, have a happy holidays — we’ll see you in 2026!

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    22 December 2025, 7:00 pm
  • 29 minutes 57 seconds
    Are AI Stocks in Danger?

    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 headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff.


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

    15 December 2025, 12:00 pm
  • 29 minutes 30 seconds
    All Eyes on Rate Cuts?
    8 December 2025, 6:00 pm
  • 29 minutes 51 seconds
    What's Going on with JPY Carry Trade?

    Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going on with the current drawdown.

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

    1 December 2025, 4:00 pm
  • 26 minutes 57 seconds
    Will the Fed Cut in December?

    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 after another tough week for markets.

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    24 November 2025, 10:00 am
  • 27 minutes 39 seconds
    Fed Cuts Coming or Crisis Brewing?

    Andreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December.

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

    17 November 2025, 2:00 pm
  • 30 minutes 26 seconds
    The Printer Is Coming

    Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest macro news and market drivers after a brutal week for risk assets.

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

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

    10 November 2025, 4:00 pm
  • 28 minutes 8 seconds
    Is China Winning the Trade War?

    Andreas Steno Larsen and Mikkel Rosenvold of Steno Research dissect the latest macro news and trends driving global markets. The Fed cut rates as expected, but was Powell’s hawkish tone a surprise?


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    3 November 2025, 3:00 pm
  • 29 minutes 13 seconds
    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.

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

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

    27 October 2025, 3:00 pm
  • 30 minutes 55 seconds
    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

    21 October 2025, 6:00 pm
  • 29 minutes 18 seconds
    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.

     

    6 October 2025, 5:00 pm
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