Cover image of show Macro Mondays

Macro Mondays

Podkast av Andreas Steno Larsen and Mikkel Rosenvold

engelsk

Business

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Les mer Macro Mondays

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

Alle episoder

121 Episoder
episode Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026 artwork

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print. Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more.  👉 Learn more at https://binance.onelink.me/realvision [https://www.binance.com/en?utm_source=realvision&af_force_deeplink=true&af_dp=bnc%3A%2F%2Fapp.binance.com%2Fmain%2Fmain&source_caller=api&pid=realvision&is_retargeting=true&shortlink=realvison2&utm_campaign=Podcast&ref=SP36ND0V&deep_link_value=bnc%3A%2F%2Fapp.binance.com%2Fmain%2Fmain&c=Podcast] 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver

2. feb. 2026 - 29 min
episode Rates, Risks, and Reality artwork

Rates, Risks, and Reality

Mikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from the annual World Economic Forum, a preview of this week’s FOMC meeting, and an on-the-ground perspective from Real Vision’s Crypto Gathering in Miami. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe  Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver

26. jan. 2026 - 13 min
episode Europe, Trump & the Limits of Trade Escalation artwork

Europe, Trump & the Limits of Trade Escalation

Andreas Steno and Mikkel Rosenvold of Steno Research break down the macro headlines shaping markets. Discussing Trump’s renewed tariff threats and the geopolitical fallout around Greenland, to rising Japanese yields, and how AI is shifting from hardware to software. ☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷  ☀️ Right now it’s BOGO... bring a friend or split the cost ☀️ Get it now: https://rvtv.io/49QZAGI Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #greenland

19. jan. 2026 - 28 min
episode Open War: Trump Targets the Fed artwork

Open War: Trump Targets the Fed

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷  ☀️ Right now it’s BOGO... bring a friend or split the cost ☀️ Get it now: https://rvtv.io/49QZAGI Andreas Steno Larsen and Mikkel Rosenvold break down a bombshell start to 2026 as tensions between the Federal Reserve and the Trump administration escalate. From Powell’s extraordinary public response to DOJ pressure to what it means for Fed independence, the U.S. dollar, gold, silver, and Bitcoin, Andreas and Mikkel unpack the macro consequences. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC

12. jan. 2026 - 31 min
episode New Year, New Geopolitical Shockwaves artwork

New Year, New Geopolitical Shockwaves

The first Macro Mondays of 2026 kicks off with global markets already on edge. Andreas Steno Larsen and Mikkel Rosenvold are back to break down the dramatic developments in Venezuela, the implications for oil markets, and what this signals about U.S. foreign policy momentum heading into the year. A volatile start to 2026 as geopolitics, oil, and liquidity collide. 🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

5. jan. 2026 - 31 min
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