![Macro Mondays](https://cdn.podimo.com/images/6259d0fa-397a-431e-9fd3-bfe3c08f3cf6_400x400.png)
Gratis podcast
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 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
Denne podcast er gratis at lytte på alle podcastafspillere og Podimo-appen uden abonnement.
Alle episoder
66 episoder![episode Macro Mondays #64 - Was the H1 Rebound a fake? artwork](https://cdn.podimo.com/images/6259d0fa-397a-431e-9fd3-bfe3c08f3cf6_400x400.png)
Macro Mondays #64 - Was the H1 Rebound a fake?
We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?
We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.
Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
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/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
03. sep. 2024 - 33 min
![episode Macro Mondays #63 - What to make of Powell's Jackson Hole Speech artwork](https://cdn.podimo.com/images/6259d0fa-397a-431e-9fd3-bfe3c08f3cf6_400x400.png)
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan
Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
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/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
26. aug. 2024 - 30 min
![episode Macro Mondays #62 - Shelter, liquidity & is it time to buy again? artwork](https://cdn.podimo.com/images/6259d0fa-397a-431e-9fd3-bfe3c08f3cf6_400x400.png)
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again?
Joining us is Bob Elliott from Unlimited Funds.
https://x.com/bobeunlimited
Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
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/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
19. aug. 2024 - 41 min
![episode Macro Mondays #61 - Advisors turning pessimistic & The Ukraine artwork](https://cdn.podimo.com/images/6259d0fa-397a-431e-9fd3-bfe3c08f3cf6_400x400.png)
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine?
Join us!
Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
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/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
12. aug. 2024 - 41 min
![episode Macro Mondays #60 - BoJ Aftermath & The Gold Trade. artwork](https://cdn.podimo.com/images/6259d0fa-397a-431e-9fd3-bfe3c08f3cf6_400x400.png)
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more!
Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
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/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
05. aug. 2024 - 32 min
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