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
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
🔥 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
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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 [email protected] to explore advertising possibilities.
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.
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
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
🔥 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
Will the Fed Finish the Job? 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.
Check more from the duo at www.stenoresearch.com
We assess the fallout from the Presidential election. How long will the Trump wave last and what's hiding behind it all in the macro world?
Host: Andreas Steno & Mikkel Rosenvold
Check out the episode on youtube to see the graphs & videos we look at:
www.youtube.com/@RealVisionFinance/podcasts
Remember to check out the links below.
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Find out more at www.stenoresearch.com/subscribe
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
As the election looms we take a closer look at the bond market in the aftermath of an abysmal jobs report on Friday. We also preview Fed and BoE meetings and Chinese stimulus news.
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
We take a closer look at the upcoming wave if liquidity expected from the US Fed. How is Andreas Steno positioned for this and how can you prepare?
We also dive into the current sell off in oil and rising bond yields - plus a very interesting election result in Japan
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
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