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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84 episoder
episode Trump Inauguration Preview - And everything NOT Trump artwork
Trump Inauguration Preview - And everything NOT Trump

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

20. jan. 2025 - 31 min
episode Raoul Pal: What Happens If Trump's Dollar Playbook FAILS? artwork
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?

🔥 Get Raoul Pal's FREE PDF report: https://rvtv.io/3YOZZUe [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0hQVjhydGstemJsYXJsQzFwcmcxYkd2d1VhZ3xBQ3Jtc0trVEJ3ZV83dmRqdm9xLTVTcnhGcXhIX0JzMGJkT3U1d3lFRUE0eDJ0NmkzaWp6aUp1TDFsaEI3S3hsM0I1R3hwdkZhR0JJUlBWM215SWJ0UmstSFRiLU5iN1p3Nmw1VmxiVFdOY3I4U0lTRkl0YXhJUQ&q=https%3A%2F%2Frvtv.io%2F3YOZZUe&v=h9VjYEU-lVM]. Andreas is back with Raoul Pal ‪@RaoulPalTJM‬ [https://www.youtube.com/@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 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=0s] - Introduction: 01:32 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=92s] - The Dollar Surge: What's Driving Currency Markets? 03:07 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=187s] - Trump's Economic Strategy: Tariffs, Dollar Strength, and Negotiations" 05:20 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=320s] - Monetary Policies in 2025: Echoes of 2016 and QE Predictions" 07:17 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=437s] - Bitcoin and Markets: Parallels to 2017 and the Next Move 12:30 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=750s] - UK Bond Market Troubles: A Canary in the Coal Mine? 15:43 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=943s] - Inflation and Liquidity: Navigating the Economic Crossroads 20:40 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=1240s] - Retail Sales Boom: The Early Signs of Economic Revival 27:53 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=1673s] - Crypto’s Liquidity Role: How to Prepare for the Next Rally 33:07 [https://www.youtube.com/watch?v=h9VjYEU-lVM&t=1987s] - 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.

13. jan. 2025 - 34 min
episode These Are the TOP Trades for 2025 artwork
These Are the TOP Trades for 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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnNELXpWUmJ0azIwNDhvUmdzS2ZVMi1DNVVjZ3xBQ3Jtc0ttb0FKWVNNMnhlQWtzaGhoZnRBOGh4ZnNoWVZtcENXZ0hEQzllYW81bVlYeHFpQjhkOXZjQWhqY1hid1pFVElVMktFdnYtTHVsRERFc2RnSmpIWGJYeHJMazZfaHJibUZFbXR0ZkItbUFqcTFqVDdXcw&q=https%3A%2F%2Frvtv.io%2F3Y4t5Pw&v=uVAeFnHPSkk] 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com [https://shop.realvision.com/?utm_source=youtube&utm_medium=product_shelf] Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.

07. jan. 2025 - 35 min
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
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