Macro Mondays

Macro Mondays

Podcast af 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 v...

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81 episoder
episode 5 good trades for 2025 artwork
5 good trades 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 discuss the latest inflation fears and the impact of China’s stimulus plan on global trade dynamics and equity flows in the new year.

16. dec. 2024 - 32 min
episode Macro Mondays: Global Stimulus Signals artwork
Macro Mondays: Global Stimulus Signals

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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2p1cVZocldQeVdEODM0V2lMLU91VkVndEhVd3xBQ3Jtc0tsTE9XakRSU0t5anlibDNPS0daQWpvQ0lPb1FXLTZwalh0bUgxT1QzWFZFVUVRUmZUTXJCTWVhMDNSTElIOXBFaDY5dHVLWnhmUTZ6NWRsQ1VHN1c3Yl9KWjBSeTY2TUtodFVaV0VUSS10U0prak8tZw&q=https%3A%2F%2Frvtv.io%2F3Y4t5Pw&v=MuXU11psUQE]

10. dec. 2024 - 28 min
episode Trump vs. China: What’s Next for Global Markets? artwork
Trump vs. China: What’s Next for Global Markets?

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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblVGRWYwNmdkb2FzNHU3QkRVYXpleXNrcEdqd3xBQ3Jtc0ttd3pBSGhJTnAwTTI4SjRpdW5oamRSY2xERE16cEFBSGJEZElBeFkwa19pVFBqTGszWWxRclZwdjBiWjBRak5oLXNiajl2ZkNrMWN0REVFQVZoWnRDNU4yTkVacGd1cVFELXJSUGdfdVdqSlVkOE1pWQ&q=https%3A%2F%2Frvtv.io%2F4eZ2PLr&v=_gWR_UGNzAc]

03. dec. 2024 - 34 min
episode Markets Are Screaming for Liquidity artwork
Markets Are Screaming for Liquidity

🔥 Black Friday SALE: Up to 50% OFF across Real Vision https://rvtv.io/4eZ2PLr [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVNhdFFaUEZZNWtUTi1tck9udWI4QjAyTC1RZ3xBQ3Jtc0ttVW5sWXdYNGtWSjZIdFp4WW41WHFHSWJMUC02Z3VuSUhiTjVpX3JYMkRjM3NhdkxtUFR2UzVTQXFIaGtSU2xIRkRaTlJPUlJRQ0hWaDhQZmJ6OG9FQzB4bE9VdjR4a2pJZW9qVVl6Y1NfV1FXZkFKSQ&q=https%3A%2F%2Frvtv.io%2F4eZ2PLr&v=gSubJP03Buc]. 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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblVTbnBZTm5RZlNfY0tFdVlXTHRfXzVDb29FZ3xBQ3Jtc0tteHEzYktjcXRXWHZPWG1FVUpWd2E2RU8waE5GdFQtRnZDR3lNcFdCYWtBWXhMMU5DNVZTbmgyMTVMQnJ2R0FpNjE5b2NiV1ZacHlDcWFtWEU0WllJX1cyRE5rcEY2U1cwQVNxekVzaHAzTTRoTkI4UQ&q=https%3A%2F%2Frvtv.io%2F4eZ2PLr&v=gSubJP03Buc]

25. nov. 2024 - 34 min
episode Will the Fed Finish the Job? artwork
Will the Fed Finish the Job?

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

19. nov. 2024 - 26 min
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