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Date
Titre
Durée
17 Jun 2023
Welcome to Macro Sunday!
00:00:56
Welcome to our new podcast - Macro Sunday. 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 world
The 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)
3 reasons why EUR liquidity is a MUST watch over summer
00:39:24
Welcome to the inaugural episode of Macro Sunday. 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 world
The 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)
Housing rebounds - time to call off the recession? Guest: Warren Pies
00:40:19
Housing is rebounding and all the sudden the central bank hawks are back on parade. Is it time to call off the recession or will the downside risk increase due to central banks misreading the situation? Andreas Steno and Emil Moller of Steno Research hosts Warren Pies of 3Fourteen Research for a discussion on housing and how to trade it.
Read more content from Andreas and Emil on Stenoresearch.com. We provide you with +70 macro insights each month as well as access to our live portfolio and macro datahub. Sign up now for a 14 day free trial and get 30% off your first payment with the code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller Guest: Warren Pies, 3Fourteen Research
02 Jul 2023
The weird resilience of the EUR - Guest: Jens Nordvig
00:51:31
The EUR and European equities have proven surprisingly resilient to a string of weak data from Europe. Why is the EUR trade not rolling over? Andreas Steno hosts fellow Dane Jens Nordvig for a discussion on the Euro area.
Remember that you can get 30% off your subscription at www.stenoresearch.com with the discount code “Macro30”
09 Jul 2023
#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
00:43:39
What's actually going on in Russia? Is the US taking a softer stance towards China with visits from both Blinken and Yellen? And what's going on with the suggested gold-based BRICS currency? We take a deep-dive into current geopolitics with analyst and director Jacob L. Shapiro of Cognitive Investments.
Read our continued geopolitical coverage as well as our 15-20 weekly macro articles at Stenoresearch.com. Sign up for a 14 day free trial and use the promo code 'macro30' for 30% off your first purchase.
Hosts: Andreas Steno and Mikkel Rosenvold Guest: Jacob L. Shapiro (@JacobShapiro)
16 Jul 2023
#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
00:47:35
Andreas Steno and Emil Moller of Steno Research host Dario Perkins of TS Lombard for a discussion the recession that never arrived.
Steno Research had a tremendous trading week after acing the US Inflation Report. What is ahead for inflation after this dovish report and will central banks pause in a coordinated fashion from August and onwards?
Remember that you can use the exclusive code “Macro30” to get 30% off your subscription at www.stenoresearch.com - live portfolio, quant tools and full global Macro coverage and much more.
23 Jul 2023
#6 - Geopolitical risks are back - Guest: Claus Vistesen
00:33:19
Why is the EUR so resilient? And will it continue to be so in the wake of renewed geopolitical turmoil in the Eastern parts of the continent?
We welcome Claus Vistesen of Pantheon Economics to discuss the European case. A buy or a sell relative to expectations?
#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
00:13:03
Markets initially panicked after the Bank of Japan decision to move the needle on the yield curve control was leaked.
The new yield curve control regime is much more flexible, which can actually be seen as a positive.
We discuss the surprise decision by Bank of Japan in this short Breaking edition of “Macro Sunday”
If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com
30 Jul 2023
#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
00:43:03
From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual.
What has changed in the US economy and is the soft landing an actual feasible scenario?
We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.
If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com
06 Aug 2023
#9 - Coups, YCC and the big rotation trade
00:38:47
Is the big rotation now ongoing in rates and equities after the BoJ steepened the JGB curve?
Find out as we discuss the bizarre developments in Niger, Jeddah and Japan in light of the material steepening of the USD curve.
You can find more on www.stenoresearch.com and use the exclusive code Macro30 to get 30% off your annual subscription.
13 Aug 2023
#10 - A steeper curve to create a recession - Guest: Bob Elliot
00:42:59
The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
00:55:34
Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash, former Director at The Economist Intelligence Unit in Asia to discuss the evolving crisis in Beijing. Tony has extensive knowledge from working both in Singapore and China and sees this ongoing tug of war as a patriotic combat.
Finally, you get our weekly update on portfolio flows, where we elaborate why again prefer to short assets in our own neck of the woods in Europe.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
02 Sep 2023
#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
00:37:32
Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno and Emil Møller Guest: Michael Cembalest
10 Sep 2023
#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
00:43:07
Oil could be up as much as 25-30% during Q4 due to the production cuts out of Saudi Arabia and Russia. This is beginning to smell like the 1970's and we take a closer look at how that affects inflation and growth with the great Mikael Sarwe of Nordea Bank. We also discuss inflation outlooks in both the U.S. and Europe.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno Larsen and Mikkel Rosenvold Guest: Mikael Sarwe, Nordea
17 Sep 2023
#15 - Was that a pause from Lagarde?
00:28:53
Has the anti-Europe trade become the consensus or is there still juice in the story? We discuss the prospects of European gas storages and the ongoing recession in the North of the continent. Can Europe surprise negatively and will that surprise the ECB? Should you actually watch Southern Europe and not Northern Europe from here on?
We also discuss the differences between the U.S. and European labour markest post-pandemic. Why are we not seeing ghost towns in Europe and what does this mean for markets?
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno Larsen and Mikkel Rosenvold
24 Sep 2023
#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
00:59:21
Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and former FOMC member Dennis Lockhart to get his view on the central bank situation. How does Dennis view the FOMC meeting and the US economy in general?
Afterwards, we call up Frances Donald, Global Chief Economist at Manulife Investment for some great analysis of the current situation. What are the right bets in markets and will risk assets surge as they did in 2007?
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller
01 Oct 2023
#17 - The Nuclear Option
00:51:10
Is the day of reckoning for nuclear power here at last? After years of stagnation, markets are beginning to show some promise for nuclear technology. Today, we'll examine the state of nuclear energy and delve into the current conditions of the commodity and energy markets with John Ciampaglia, CEO of Sprott Asset Management.
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller
08 Oct 2023
#18 - Higher energy prices triggering a recession?
00:35:30
Will the energy price rally trigger the recession as consumer savings are depleted? We look at this week's EIA data, whether it can be trusted and how it all impacted the world of Macro and your portfolio.
The recession is likely in Q1 2024 still - and here's how we view and trade it!
Hosts. Andreas Steno and Emil Moller
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
15 Oct 2023
#19 - Energy Stocks are the New Bonds
00:41:13
We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look.
We also cover recent movements on our model portfolio and what changes we see coming up.
Hosts: Andreas Steno and Emil Moller Guest: 3Fourteen Research
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
22 Oct 2023
#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
00:37:30
Live from his vacation home in sunny Spain, Andreas hosts the great Steen Jakobsen of Saxo Bank to a talk on commodities, positioning and in particular "Inflation math". Why are we so slow to adjusting our thinking to a high interest and high inflation environment and how should we adapt? Hear a great analysis from Steen as well as an update on our very own portfolio and current research here at Steno Research.
Host: Andreas Steno Larsen Guest: Steen Jakobsen, Saxo Bank
29 Oct 2023
#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
01:04:36
We host the great Bob Elliott of Unlimited Funds to a deep dive into the outlook for US Treasuries. What does the new House speaker and upcoming appropriations talks mean for markets and treasuries and how will the US fund yet another war? We also discuss the newest inflations trends and how we position ourselves in these testing times.
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
Hosts: Andreas Steno and Emil Moller Guest: Bob Elliott, Unlimited Funds
05 Nov 2023
#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
00:59:16
The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again? We host the great Weston Nakamura for a deep-dive into the Japanese monetary and fiscal policy.
Towards the end, we give an update on our current positioning and the portfolio outlook for the remainder of 2023.
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
Check out Weston's analysis on his substack right here:
#23 - Are central banks insolvent? Guest: Dario Perkins
00:58:29
We are joined by one of the best central bank watchers in the world, Dario Perkins of TS Lombard to discuss whether negative equity in central banks practically matter.
Dario says theoretically no, but practically yes while also introducing his "Perkins rule" for recession watching.
Check out our new Crypto content at https://stenoresearch.com/category/crypto-moves/ and sign up for a 2 week free trial. You even get 20% off your first three payments with the code 'crypto20'.
Hosts: Andreas Steno Larsen and Emil Møller Guest. Dario Perkins Special guest: Mads Eberhardt
19 Nov 2023
#24 - The End of US Outperformance? - Guest: Mike Green
00:58:05
We host the great Mike Green for a talk on the outlook for the strong-going US economy in comparison to Europe and Asia.
We also cover the softer-than-expected CPI prints and the subsequent rally in equities and take a victory lap on our Germany trade.
To see our full model portfolio and access all our research, sign up for a FREE 2-week trial at www.stenoresearch.com.
Hosts: Andreas Steno and Emil Møller Guest: Mike Green, Simplify Asset Management
26 Nov 2023
#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
01:01:02
We host the former Chief of the Energy unit at the US Embassy in Kiev and co-founder of the Eney LCC, Suriya Jayanti for a discussion of the malaise in offshore wind markets. Why is wind energy suffering and is China to blame?
Tune in as we discuss the future energy mix in Europe and the US in light of recent developments and how it is likely to impact your portfolio.
#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
00:51:28
We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasury markets also deliver better returns in 2024?
All that amidst the turbulence from the OPEC meeting.
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
00:59:00
Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds
On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs.
Find out more at www.stenoresearch.com - always 14 days free trial access to our research
Hosts: Andreas Steno and Emil Moller
Guest: Ronnie Stoferle of Incrementum Funds
17 Dec 2023
#28 - Powell invites for a risk asset party. Guest: Raoul Pal
01:00:31
Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess the outlook for the big three central banks while also discussing whether this is a mid-cycle rate cutting cycle or the start of a recession.
Our guest of the week, Raoul Pal, thinks we are in an early cycle dynamic and that central banks are late to react to what was a recessionary pricing of risk assets in 2022.
24 Dec 2023
#29 - Inflation Volatility is back! Guest: Claus Vistesen
00:33:08
Is the new ECB/Fed inflation forecast way off? And will inflation resurface already during 2024? Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon.
Find out more at www.stenoresearch.com - always 14 days free trial access to our research https://stenoresearch.com/subscribe/
Hosts: Andreas Steno
31 Dec 2023
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
00:53:14
How are markets positioned for 2024? We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes. Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024?
Happy New Years from the entire team at Steno Research14-days free trial available at: https://stenoresearch.com/subscribe/
Hosts: Andreas Steno & Mikkel Rosenvold
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07 Jan 2024
Macro Sunday #31 - Spiking freight rates bringing back inflation?
00:39:26
The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank?
We discuss the situation with a selection of analysts at Steno Research.
If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15!
Hosts: Andreas Steno, Mikkel Rosenvold, Mads Eberhardt & Emil Møller
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Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
00:44:53
US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates continue to rise on the back of increasing tensions in the Red Sea and goods inflation is threatening to come back with a vengeance. Will the Fed forward pricing prove to be off? We discuss it with Bob Elliott of Unlimited Funds
If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15!
Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller
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21 Jan 2024
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
00:53:51
We are once again joined by our favourite global macro economist, Dario Perkins of TS Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?
This is your last chance to get 30% off on your yearly subscription at www.stenoresearch.com - use macro30 to get 30% off today!
Hosts: Andreas Steno & Emil Møller
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The hopes for a quick solution in the Red Sea are fading and the global inflation impact will likely be lasting. The crisis is now spreading from containers to dry bulk and energy.
How will Chinese, European and US markets react to this?
Hosts: Andreas Steno, Mikkel Rosenvold and Emil Moller
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Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
00:43:53
Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions between the US and Iran. How close are we to an all in war? We look at the geopolitics and the ramifications for global markets with Jacob Shapiro of Cognitive Investments
Hosts: Andreas Steno & Mikkel Rosenvold.
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Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
00:57:10
Is the US recession called off and is it even possible to talk about a re-acceleration of the economy? Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond?
Remember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial.
Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller
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We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators. Will inflation return to 2% at all in this cycle? Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan. Tune in!
Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/
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Hosts: Andreas Steno & Mikkel Rosenvold.
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Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
00:42:28
Assets are melting up right, left and center as the optimism around the business cycle is improving. Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback? Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch of Bitcoin ETFs.
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
00:42:29
The cyclical rotation of asset markets is ongoing and the Manufacturing sector seems to be improving by the month. The consensus is getting very upbeat on the US growth picture but what about China and Europe? Is the Rest of the World ready to beat expectations and do you own enough commodities in case?
Find our research at https://stenoresearch.com/ The FREE newsletter is found at https://stenoresearch.com/free Guest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/
Remember to go to www.stenoresearch.com - 14 day free trial.
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah
Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
00:45:46
Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation "Twist"? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. The Fed Guy
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Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
00:40:54
Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains strong leaving to new records by the day! We look into the physical and digital commodity markets in this weeks Macro Sunday. Guest: Mads Eberhardt
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Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
00:27:10
Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related.
Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday.
Host: Mikkel Rosenvold Guest: Bob Moriarty, 321gold
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Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
00:39:31
Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds.
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
00:50:53
We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments
Host: Andreas Steno & Mikkel Rosenvold
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Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
00:47:18
We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US?
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Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/
We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. We wish you a great sunday and hope to see you again next week.
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Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/
Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
00:33:07
The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion!
Remember to use Geo30 to get 30% off your subscription. It is a limited offer.
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Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/
This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us!
The team takes a look at Germany rebounding implications, Freight rates and the ramifications for Copper, Silver & Natural Gas.
Also Crypto News & a look at the week ahead.
Join us!
10 Jun 2024
Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
00:30:38
Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest Mads Eberhardt, the company’s senior crypto analyst. Recorded on June 7, 2024.
Timestamps: 00:00 - Introduction to Macro Mondays 00:37 - Overview of the Week’s Topics 01:09 - Bitcoin Inflows Discussion 02:25 - Mount Gox Bankruptcy Update 05:30 - Meme of the Week: Jay Powell 06:39 - Central Banks Rate Cuts 09:12 - Real Vision Community Promotion 09:48 - Trump Soundbite and US Labor Market 12:48 - Transformation of the US Job Market 16:14 - Listener Feedback: Job Interview Traits 18:30 - Upcoming Week’s Focus: Liquidity and Inflation 21:22 - Liquidity Environment and Central Banks 23:01 - Impact on Crypto Market 24:19 - Portfolio Strategy: China vs. India 27:49 - Inflation Protection Strategy 29:26 - Conclusion
17 Jun 2024
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
00:39:02
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy.
Andreas and Mikkel also cover China, geopolitics, and Solana. Recorded on June 14, 2024.
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Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
00:41:58
Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the economy. Recorded on June 21, 2024.
Host: Andreas Steno & Mikkel Rosenvold
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We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/
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08 Jul 2024
Macro Mondays #56 - 3 recession indicators you need to watch
00:39:53
Election Bonanza this week on Macro Mondays. We take a look at the UK, French & Iranian election. Furthermore, are we moving towards a Recession or not? Join us!
Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/
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29 Jul 2024
Macro Mondays #59 - Stop worrying about employment and look forward!
00:37:54
We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying about employment figures and look forward instead!
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26 Aug 2024
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
00:30:51
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.
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03 Sep 2024
Macro Mondays #64 - Was the H1 Rebound a fake?
00:33:42
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.
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09 Sep 2024
Macro Mondays #65 - Is this sell-off even worse?
00:33:57
It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who both could be pointing at a worse and stickier sell-off. Finally, we touch upon the US presidential debate tomorrow!
Check out the episode on youtube to see the videos & memes we look at.
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16 Sep 2024
Macro Mondays #66 - 25BP or 50BP? And how to position
00:29:09
We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities.
Check out the episode on youtube to see the graphs & videos we look at.
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23 Sep 2024
Macro Mondays #67 - How to position for the cutting season?
00:40:09
We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario. We also cover key risk areas - both in the Middle East and in the US hiring numbers.
Check out the episode on youtube to see the graphs & videos we look at.
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.
30 Sep 2024
Macro Mondays #68 - China bringing a potent knife to a gunfight?
00:29:31
The rally in Chinese-linked assets is one of the most bizarre seen in newer financial markets history. Is the Chinese stimulus package a game-changer or is it insufficient to structurally turn the tide? Meanwhile, a wave of liquidity will arrive in Q4.
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.
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Host: Andreas Steno & Mikkel Rosenvold
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07 Oct 2024
Macro Mondays #69 - Stimulating an OK economy
00:28:20
Is the Fed cutting into strenght, and will the economy make a comeback into 2025? We look at the models after the NFP surprise.
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.
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Host: Andreas Steno & Mikkel Rosenvold
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15 Oct 2024
Macro Mondays #70 - The Beijing Nothing Burger
00:35:40
The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets.
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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21 Oct 2024
Macro Mondays #71 - the Polymarket effect
00:35:32
Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win?
We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting.
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/
If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah
28 Oct 2024
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
00:28:25
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/
04 Nov 2024
Macro Mondays #73 - What the f*ck is happening to Bonds?
00:41:51
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/
11 Nov 2024
Macro Mondays #74 - When the Trump bet dies, here's what to look for
00:30:53
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
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Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/
19 Nov 2024
Will the Fed Finish the Job?
00:26:14
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
25 Nov 2024
Markets Are Screaming for Liquidity
00:34:33
🔥 Black Friday SALE: Up to 50% OFF across Real Visionhttps://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
03 Dec 2024
Trump vs. China: What’s Next for Global Markets?
00:34:10
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.
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.
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.
07 Jan 2025
These Are the TOP Trades for 2025
00:35:39
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.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
20 Jan 2025
Trump Inauguration Preview - And everything NOT Trump
00:31:00
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
13 Jan 2025
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
00:34:22
🔥 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
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.
28 Jan 2025
DeepSeek panic or opportunity?
00:25:45
Apologies for the late update - we had some technical difficulties. Remember to check out RealVision.com for your options and extended coverage.
Hosts: Mikkel Rosenvold and Andreas Steno
03 Feb 2025
3 Good Tariff Trades for a Crazy Week!
00:29:31
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 in markets.
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01:46 - Macro Mondays: Global Markets and Trade Wars 3:15 - Deep Sea AI: From Major Breakthrough to Market Fizzle? 04:50 - Trade Wars: Tariffs on China, Mexico, and Canada 10:00 - Trump’s Tariff Strategy: Bluff or Real Economic Policy? 13:00 - Crypto Market Crash 15:00 - Possibility of US Capital Gains Tax and A Weaker Dollar? 18:40 - Macro Meets Micro - The Eurodollar 19:50 - European Growth Challenges: Can the EU Compete? 21:30 - High Conviction Themes: Gold, The Dollar, And Manufacturing Cycle 25:00 - How Tariffs Impact Inflation
Music license ID: WJ6TRPVHFD
11 Feb 2025
Could Trump actually bring global tariffs DOWN?
00:29:49
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.
Timestamps: 00:00:08 – Introduction & Market Overview 00:00:30 – Trump’s Tariff Moves: Market Implications 00:01:49 – Global Leaders Navigating U.S. Trade Policies 00:02:58 – Real Vision Sneak Peek & Macro Analysis 00:04:04 – Kanye West’s Surprising Take on Liquidity 00:06:08 – Ethereum Sentiment at Rock Bottom? 00:07:44 – The Business Cycle Outlook for 2025 00:10:07 – Manufacturing Rebound: The Key Bullish Signal 00:11:19 – Global Equities: Who’s Winning in 2025? 00:13:11 – Commodities & Inflation Trends to Watch 00:15:26 – The Impact of Trump’s Deregulation on Financials 00:19:08 – Geopolitical Risks Are Fading—What That Means 00:20:12 – The Dollar’s Future: When Will It Weaken? 00:22:48 – Tariff Wars: How Europe Might Benefit 00:25:13 – CPI Predictions & Market Expectations 00:28:17 – Key Investment Opportunities & Final Thoughts
17 Feb 2025
Why reciprocal tariffs are a GOOD thing
00:34:42
In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities.
Hear why:
- Peace in Ukraine might be imminent - Reciprocal tariffs are GOOD - Sugar might be the hottest commodity
And much more!
11 Mar 2025
Have We Reached the Bottom in Equities?
00:32:32
Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, Steno Research's head of geopolitics and the fund's COO, to break down the latest global macro trends and news. They dive into the state of the stock market, how much tariffs could affect inflation, where the U.S. dollar is headed, and much more.
18 Mar 2025
How to trade the inflation schism
00:36:47
Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, 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. They discuss the American strikes against the Houthis in Yemen, European fund managers getting wary of Tesla, the global trade barriers, and whether they could bring back the inflation conundrum.
25 Mar 2025
How to Trade the Geopolitical Firehose
00:31:51
Steno Research partner and head of geopolitics, as well as COO of Asgard-Steno Global Macro, Mikkel Rosenvold is here to break down the many geopolitical events that are affecting investor sentiment right now and how to trade them, including tariffs, Ukraine, Turkey, and more.
01 Apr 2025
No more safe havens? Well, maybe...
00:27:55
Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the volatile market environment, the impact of the incoming Trump tariffs, and why it's time to worry about China and Europe.
08 Apr 2025
What Could Reverse This Market Meltdown?
00:29:36
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to make some sense of the latest news and trends moving driving global markets on this live edition of Macro Mondays.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
Music license ID: WJ6TRPVHFD
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