Shows
Macro MondaysIs Trump’s Plan Working?Steno Research founder and CEO Andreas Steno Larsen is back with his co-host, Mikkel Rosenvold, the company’s partner and head of geopolitics, to dissect whether Donald Trump’s trade war strategy is bearing fruit as China purchases U.S. Treasuries. Plus, they examine what sparked a sudden volatility spike in the New Taiwan dollar.2025-05-0530 minMacro MondaysIs Macro Data Dead?Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all.2025-04-2830 min
Raoul Pal: The Journey ManThe 2025 Macro Playbook: Central Banks, Crypto & Chaos ft. Andreas Steno Larsen from Real Vision Pro & Steno Research🔥 *Get FREE ACCESS to Real Vision* https://rvtv.io/3Y4t5Pw. Steno Research founder and CEO Andreas Steno Larsen joins Raoul Pal to explore how central banks and governments are now openly coordinating to manage debt and engineer economic cycles, why this effectively removes left-tail risk from markets, and how investors can position themselves to profit from the long-term macro implications. From inflation, crypto, and AI-driven deflation to the inevitability of currency debasement, Raoul and Andreas lay out a blueprint of what markets could look like in the fut...2025-04-101h 19Macro MondaysWhat Could Reverse This Market Meltdown?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: WJ6TRPVHFD2025-04-0829 minMacro MondaysNo more safe havens? Well, maybe...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.2025-04-0127 minMacro MondaysHow to trade the inflation schismAndreas 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.2025-03-1836 minMacro MondaysHave We Reached the Bottom in Equities?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.2025-03-1132 minMacro MondaysWhy reciprocal tariffs are a GOOD thingIn 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 commodityAnd much more!2025-02-1734 min
Forward GuidanceThe Credit Cycle Is Just Getting Started | Andreas Steno LarsenIn this episode, Andreas Steno Larsen joins the show to discuss the outlook for liquidity, the uptick in the manufacturing and credit cycle, and expectations around inflation. We also delve into Powell’s QE comments, idiosyncratic drivers of gold, and much more. Enjoy!Follow Andreas Steno Larsen: https://x.com/AndreasStenoFollow Felix: https://x.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidanceFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.co...2025-02-1251 minMacro MondaysCould Trump actually bring global tariffs DOWN?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 Overview00:00:30 – Trump’s Tariff Moves: Market Implications00:01:49 – Global Leaders Navigating U.S. Trade Policies00:02:58 – Real Vision Sneak Peek & Macro Analysis00:04:04 – Kanye West’s Surprising Take on Liquidity00:06:08 – Ethereum Sentiment at Rock Bottom?00:07:44 – The Business Cycle Outlook for 202500:10:07 – Manufacturing Rebound: The Key Bullish Signal00:11:19 – Global E...2025-02-1129 minMacro Mondays3 Good Tariff Trades for a Crazy Week!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.📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai. Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want...2025-02-0329 minMacro MondaysDeepSeek panic or opportunity?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 Steno2025-01-2825 minMacro MondaysTrump Inauguration Preview - And everything NOT TrumpWe 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 Steno2025-01-2031 minMacro MondaysRaoul Pal: What Happens If Trump's Dollar Playbook FAILS? 🔥 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 Predicti...2025-01-1334 minMacro MondaysThese Are the TOP Trades for 2025Bitcoin 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🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.comElevate your brand with R...2025-01-0735 min
Real Vision: Finance & InvestingMacro Mondays: Brace Yourselves, Liquidity Is Coming - Top Trades for 2025 ft. Andreas Steno Larsen & Mikkel Rosenvold👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus500 Futures is the perfect place to start. Visit us.plus500.com to learn more.🔥 Get Raoul Pal's FREE Guide: https://rvtv.io/3YOZZUe. Bitcoin is 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 Resea...2025-01-0642 minMacro Mondays5 good trades for 2025Andreas 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.2024-12-1632 minMacro MondaysMacro Mondays: Global Stimulus SignalsAndreas 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/3Y4t5Pw2024-12-1028 minMacro MondaysTrump 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/4eZ2PLr2024-12-0334 minMacro MondaysMarkets Are Screaming for Liquidity🔥 Black Friday SALE: Up to 50% OFF across Real Vision https://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.2024-11-2534 minMacro MondaysWill 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.com2024-11-1926 minMacro MondaysMacro Mondays #74 - When the Trump bet dies, here's what to look forWe 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 RosenvoldCheck out the episode on youtube to see the graphs & videos we look at:www.youtube.com/@RealVisionFinance/podcastsRemember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here -https://stenoresearch.com/category/c...2024-11-1130 minMacro MondaysMacro Mondays #73 - What the f*ck is happening to Bonds?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 gr...2024-11-0441 minMacro MondaysMacro Mondays #72 - Are markets prepared for a liquidity tsunami?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 JapanMonetary 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...2024-10-2828 minMacro MondaysMacro Mondays #71 - the Polymarket effectHas 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.Read more about Andreas' new macro strategy right here: www.stenoglobalmacro.com"Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now...2024-10-2135 minMacro MondaysMacro Mondays #70 - The Beijing Nothing BurgerThe 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...2024-10-1535 minMacro MondaysMacro Mondays #69 - Stimulating an OK economyIs 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.Remember to check out th...2024-10-0728 minMacro MondaysMacro Mondays #68 - China bringing a potent knife to a gunfight?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 ou...2024-09-3029 minMacro MondaysMacro Mondays #66 - 25BP or 50BP? And how to positionWe 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.Remember to check out the links below.Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE m...2024-09-1629 minMacro MondaysMacro Mondays #65 - Is this sell-off even worse?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.Remember to check out the links below.Token2049 week in Singapore - 16-22...2024-09-0933 minMacro MondaysMacro 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 S...2024-09-0333 min
Lead-Lag LiveAndreas Steno Larsen on Dollar-Yen Carry Trade Turmoil, Chinese Liquidity Trends, and US Construction Sector RisksDiscover how the recent turmoil in the dollar-yen carry trade has shaken the financial world in an insightful conversation with Andreas Steno Larsen, the esteemed creator of Steno Signals. Andreas brings his wealth of foreign exchange and investment banking experience to the table, shedding light on the significant leverage macro hedge funds placed on the US dollar against the Japanese yen. As Japan hints at shifting away from its QE program, Andreas helps us unpack the repercussions involving US non-farm payroll data, interest rate spreads, and intricate currency hedging practices by pension funds. Listen in as he provides a...2024-08-2651 minMacro MondaysMacro Mondays #63 - What to make of Powell's Jackson Hole SpeechWe 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 JapanCheck 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/2024-08-2630 minMacro MondaysMacro 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/bobeunlimitedCheck 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: realvisionFREE macro newsletter - https://stenoresearch.com/f...2024-08-1941 minMacro MondaysMacro Mondays #61 - Advisors turning pessimistic & The UkraineThis 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe 2024-08-1241 minMacro MondaysMacro 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: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold2024-08-0532 minMacro MondaysMacro Mondays #59 - Stop worrying about employment and look forward!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!Remember to check out the links below.Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe 2024-07-2937 minMacro MondaysMacro Mondays #58 - What will Kamalanomics look like?Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below.Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:2024-07-2242 minMacro MondaysMacro Mondays #57 - It’s a GUNG HO SUMMER!This week we take a look at a possible Gung-Ho summer, the Cape of Good Hope traffic jam, the german bitcoin sell-off & much more!Join us!Token2049 week in Singapore - 16-22 September.https://www.asia.token2049.com/tickets 15% Discount Code: realvisionFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to...2024-07-1542 minMacro MondaysMacro Mondays #56 - 3 recession indicators you need to watchElection 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! FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah2024-07-0839 minMacro MondaysMacro Mondays #55 - What is China doing with all it’s copper?This week on Macro Mondays the team touch upon China & Japan, Hawkish surprises out of “monetary canaries” & the Biden-Trump debate. Join us!Guest: Marc Myllerup of Copenhagen Merchantshttps://x.com/MarcMyllerupFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah2024-07-0138 minMacro MondaysMacro Mondays #54 - The Charts YOU NEED TO KNOW This Week 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 RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah2024-06-2441 minMacro MondaysMacro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves🔥 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.This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, a...2024-06-1739 minMacro MondaysMacro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads EberhardtMacro 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 Mondays00:37 - Overview of the Week’s Topics01:09 - Bitcoin Inflows Discussion02:25 - Mount Gox Bankruptcy Update05:30 - Meme of...2024-06-1030 minMacro MondaysMacro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya BeamishThis week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us!Guest: Freya Beamish - TS Lombardhttps://www.tslombard.com/freya-beamishFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind 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...2024-05-2645 minMacro MondaysMacro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin BarthJoin the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets.https://thematicmarkets.com/https://twitter.com/marvinjbarthFREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTE...2024-05-1953 minMacro MondaysMacro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing ScandalThe 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. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube Cha...2024-05-1233 minMacro MondaysMacro Sunday #47 - Trump handling interest & China / SingaporeThe team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news.Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTERS -...2024-05-0532 min
Macro MondaysMacro Sunday #46 - Inflation in developed markets but not in emerging markets?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? Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - h...2024-04-2147 min
Macro MondaysMacro Sunday #45 - Is the next move a rate hike? Guest: Danny DayanWe 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 argumentsHost: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/For a 2-week free trial -https://stenoresearch.com/subscribe/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAP...2024-04-1450 min
Macro MondaysMacro Sunday #44 - The fake business cycle - Guest: Bob ElliotIs 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.Host: Andreas Steno & Mikkel Rosenvold14 days free trial - https://stenoresearch.com/subscribe/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe...2024-04-0739 min
Macro MondaysMacro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario PerkinsThis week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us!Host: Andreas Steno & Mikkel RosenvoldGuest: Dario Perkins, TS Lombard14 days free trial - https://stenoresearch.com/subscribe/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTERS -00:00. Introduction03:00. Head Fake Reflation13:18. Interview - Dario Perkins39:00. Geopolitics - Russia, Netanyahu...2024-03-3155 min
Macro MondaysMacro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.comAndreas 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 RosenvoldGuest: Bob Moriarty, 321gold14 days free trial - https://stenoresearch.com/subscribe/FREE macro newsletter - https://stenoresearch.com/free/Hosts: Andreas Steno & Mikkel Rosenvold.If you enjoy our content, Please subscribe...2024-03-2427 min
Macro MondaysMacro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads EberhardtOil, 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 Eberhardt14 days free trial - https://stenoresearch.com/subscribe/FREE macro newsletter - https://stenoresearch.com/free/Hosts: Andreas Steno & Mikkel Rosenvold.If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah2024-03-1740 min
Macro MondaysMacro Sunday #40 - More liquidity is coming! Guest: Joseph WangLiquidity 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 Guy14 day free trial - https://stenoresearch.com/subscribe/FREE macro newsletter - https://stenoresearch.com/free/Check out 👉 https://fedguy.com/Hosts: Andreas Steno & Mikkel Rosenvold.If...2024-03-1045 min
Macro MondaysMacro Sunday #39 - Do you own enough commodities? Guest: Tracy ShuchartThe 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 USgrowth 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/freeGuest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/Remember to go to www.stenoresearch.com - 1...2024-03-0342 min
Macro MondaysMacro Sunday #38 - MELT UP! Special guest: Mads EberhardtAssets are melting up right, left and center as the optimism around thebusiness 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.Find our FREE newsletter here - https://stenoresearch.com/free/Find our Crypto offering - https://stenoresearch.com/category/crypto-moves/Remember to go to www.stenoresearch.com...2024-02-2542 min
Macro MondaysMacro Sunday #37 - Inflation is BACK! - Guest: Freya BeamishWe 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/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:...2024-02-1846 min
Macro MondaysMacro Sunday #36 - Recession called off? Guest: Mikael SarweIs 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 MøllerIf you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah#economics #trading #interestrate#useconomy#macroeconomy#cryptocurrency #crypto 2024-02-1157 min
Macro MondaysMacro Sunday #35 - War between the US and Iran? Guest: Jacob ShapiroAre 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 InvestmentsHosts: Andreas Steno & Mikkel Rosenvold.14 day free trial at www.stenoresearch.comIf you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah#economics #trading #in...2024-02-0443 min
Macro MondaysMacro Sunday #34 - The Red Sea is WORSENINGThe 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 Moller14 day free trial at www.stenoresearch.comIf you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah#podcast #economy #banking #economics #trading #interestrate#useconomy#macroe...2024-01-2842 min
Macro MondaysMacro Sunday #33 - A new supply shock? Guest: Dario PerkinsWe are once again joined by our favourite global macro economist, Dario Perkins of TSLombard, 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 atwww.stenoresearch.com - use macro30 to get 30% off today!Hosts: Andreas Steno & Emil MøllerIf you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah#podcast #economy #banking #economics...2024-01-2153 min
Macro MondaysMacro Sunday #32 - Inflation strikes back! Guest: Bob ElliottUS inflation is accelerating again but the market is yet to care. Meanwhile, freight ratescontinue to rise on the back of increasing tensions in the Red Sea and goods inflation isthreatening to come back with a vengeance. Will the Fed forward pricing prove to be off? We discuss it with Bob Elliott of Unlimited FundsIf 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 St...2024-01-1444 min
Macro MondaysMacro Sunday #31 - Spiking freight rates bringing back inflation?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 Eb...2024-01-0739 min
Macro Mondays#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin BarthHow 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 RosenvoldIf you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah2023-12-3153 min
Macro Mondays#29 - Inflation Volatility is back! Guest: Claus VistesenIs 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 researchhttps://stenoresearch.com/subscribe/Hosts: Andreas Steno2023-12-2433 minMacro Mondays#27 - There is no fever like gold fever - Guest: Ronnie StoeferleGold 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 FundsOn 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 researchHosts: Andreas Steno and Emil MollerGuest: Ronnie Stoferle of Incrementum Funds2023-12-1059 minMacro Mondays#26 - Are central banks asleep at the wheel? Guest: Cathie WoodWe 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.Hosts: Andreas Steno and Emil MøllerGuest: Cathie Woods from https://ark-invest.com/Steno Research Discount Code: crypto202023-12-0351 minMacro Mondays#24 - The End of US Outperformance? - Guest: Mike GreenWe 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 MøllerGuest: Mike Green, Simplify Asset Management2023-11-1958 minMacro Mondays#23 - Are central banks insolvent? Guest: Dario Perkins 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 MøllerGuest. Dario PerkinsSpecial guest: Mads...2023-11-1258 minMacro Mondays#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited FundsWe 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.comHosts: Andreas Steno and Emil MollerGuest: Bob Elliott, Unlimited Funds2023-10-291h 04Macro Mondays#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo BankLive 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 LarsenGuest: Steen Jakobsen, Saxo Bank2023-10-2237 minMacro Mondays#19 - Energy Stocks are the New BondsWe 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 MollerGuest: 3Fourteen ResearchUse "macro30" to get 30% off your first purchase at www.stenoresearch.com2023-10-1541 minMacro Mondays#18 - Higher energy prices triggering a recession?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 MollerUse "macro30" to get 30% off your first purchase at www.stenoresearch.com2023-10-0835 minMacro Mondays#17 - The Nuclear OptionIs 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 Møller2023-10-0151 minMacro Mondays#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances DonaldAre 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 f...2023-09-2459 minMacro Mondays#15 - Was that a pause from Lagarde?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...2023-09-1728 minMacro Mondays#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea BankOil 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 RosenvoldGuest: Mikael Sarwe, Nordea2023-09-1043 minMacro Mondays#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. MorganIs 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 MøllerGu...2023-09-0337 min
Real Vision: Finance & InvestingIs the Fed Done Hiking? With Darius Dale and Andreas Steno LarsenDarius Dale, founder of 42 Macro, and Andreas Steno Larsen join Maggie Lake to react to this afternoon's historic interest rate hike by the Federal Reserve, explore the potential impact on markets, and look at what it means for the macro landscape going forward. Plus they'll be taking questions from Real Vision members.For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at Steno Research: https://www.realvision.com/stenoIf you want to level up or lock in your membership, right this way: https://www.realvisi...2023-07-2629 minMacro Mondays#5 - 4 reasons why the recession never arrived - Guest: Dario PerkinsAndreas 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.2023-07-1647 minMacro Mondays#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. ShapiroWhat'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 RosenvoldGuest: Jacob L. Shapiro...2023-07-0943 minMacro MondaysThe weird resilience of the EUR - Guest: Jens NordvigThe 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”2023-07-0251 minMacro MondaysHousing rebounds - time to call off the recession? Guest: Warren PiesHousing 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...2023-06-2540 minMacro Mondays3 reasons why EUR liquidity is a MUST watch over summerWelcome 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 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, SO...2023-06-1839 minMacro MondaysWelcome to Macro Sunday!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 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, SO...2023-06-1700 min
WTFinanceThe Fastest Decline of Inflation in History? with Andreas Steno LarsenInterview Recorded - 11th of January, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Andreas Steno Larsen, Founder & CEO of Steno Research and macro aficionado.During our conversation we spoke about the key trends for 2023, why we could experience the fastest decrease of inflation in history, whether we could experience whether the recession may not be as bad as we think and if we may experience 10 further years of inflation.Steno Research is The European Power House on macro, energy and financial markets. You can get 20% off...2023-01-1836 min
Top Traders UnpluggedGM18: Boomers, Tax & Deflation ft. Alfonso Peccatiello & Andreas Steno LarsenIn today’s episode, the dynamic duo Alfonso Peccatiello, aka MacroAlf and Andreas Steno Larsen, join us to discuss all things Macro...from Central Banks and the reasons for the rising inflation, populism and how monetary policy has created inequality. We also get around demographics and how the shrinking labour force poses a threat to the economy, ESG and the impact it has on inflation, how a generational shift in politics can cause a taxation of the boomers, the 4th Turning and key mistakes to avoid as an investor and much more.-----50 YEARS OF TR...2022-06-081h 11
Antiloop Podcast82. Andreas Steno Larsen and The Macro EndgameAndreas Steno Larsen from Heimstaden (real estate investment), @AndreasSteno (Twitter) and The Macro Trading Floor (podcast) talks about commodities, gold, USD, inflation, rate hikes, and the macro endgame with Antiloop's Anna Svahn and Martin Sandquist.
01:01: Introduction of Andreas Steno Larsen
01:50: The macroeconomic environment
03:44: About inflation
06:30: Stagflation and portfolio positioning
07:50: Flat gold price
13:52: Shanghai lockdown
16:30: Commodities supercycle
18:55: Views on uranium and nuclear power
19:45: Macro end game
21:52: Future of the USD2022-05-0529 min
Supply ShockFed Turns Hawkish On Inflation Fears | Andreas Steno Larsen & Alfonso PeccatielloOn today's episode of On The Margin Mike Ippolito is joined by Andreas Steno Larsen and Alfonso Peccatiello for a special announcement: Their new podcast “The Macro Trading Floor” will be launching Sunday, April 17th on the Blockworks network with a VERY special guest.To stay up to date with the new show, subscribe here: apple.co/38Maf8fWith inflation soaring over 8%, bond markets selling off, and the Fed turning increasingly hawkish, Andreas and Alfonso explain how to maneuver the market during these uncertain times.The two macro powerhouses put their money wher...2022-04-1328 minSupply ShockHow Fed Tightening Will Impact Markets | Andreas Steno LarsenIn this episode of On The Margin Mike is joined by Andreas Steno Larsen Director & Lead Economist of Heimstaden. After spending 10+ years as a Chief Global Strategist, FX Analyst & Researcher at Nordea, Andreas provides a unique insight into the current macro factors driving markets.Andreas shares his global macro outlook for 2022, his thoughts on the effect tapering will have on markets, the slowing credit impulse as a leading indicator for growth, the rise of China vs the U.S & if we are in a period of secular inflation.--Fireblocks is an enterprise-grade...2022-01-2646 min
Vonheim#98 Andreas Steno Larsen - On the global economy, central banks and the power of understanding a nicheAndreas Steno Larsen is the Chief Global Strategist at Nordea Markets. In this episode we discuss what made Andreas so interested in Foreign Exchange and central banks, how he views the global economy going forward, and why he believes building unique knowledge in a specific field is essential for building an exciting career in finance.SponsorsThis episode is sponsored by Norwegian Block Exchange - a Norwegian cryptocurrency platform, where you can buy or sell the most popular cryptocurrencies like Bitcoin and Ethereum with one of the best prices and lowest fees on the...2021-07-2644 min
Real Vision PresentsAndreas Steno Larsen: The New Era of Fiscal Policymaking (w/Ed Harrison)In this interview with Real Vision's Ed Harrison, Andreas Steno Larsen, chief global FX/rates strategist at Nordea Markets, returns to the platform with his most comprehensive interview yet. Steno Larsen outlines a world where fiscal policy has become the most important policy variable, and he believes that will have a large impact on a host of asset classes including currencies, equities, bonds, and more. Over the medium-term, the most important asset is the US dollar because of what Steno Larsen predicts will be US outperformance on growth. Eventually, other countries will catch up—but until they do, Steno Larsen is...2021-07-0253 min
Real Vision PresentsWhat Currencies Are Saying About the Sell-Off -- Live with Andreas Steno Larsen (w/Ed Harrison)The global currency market dwarfs all other markets in its size. Although in weeks like this it is easy to get sucked in by the high volatility in equities, bonds, and crypto, the currency market can provide huge signals about what is actually going on under the surface. Andreas Steno Larsen, chief strategist at Nordea Markets, returns to Real Vision to update viewers on his outlook for major and exotic currency pairs and to help viewers make sense of the signals that currencies are sending for other assets amid a spike in bond and equity volatility.
Thanks for watching The...2021-06-2254 min
The Market HuddleThe Ketchup Effect (guests: Andreas Steno Larsen, Erik Townsend)In episode #107, Patrick Ceresna and Kevin Muir welcome back Andreas Steno Larsen from Nordea to the show to discuss the state of European markets. Then Erik Townsend of MacroVoices joins the show to talk about Abaxx Technologies.
Download Andreas’ charts https://bit.ly/2Vd0W73
https://markethuddle.com/wp-content/uploads/2020/11/MH107.mp32020-11-262h 18
Top Traders Unplugged with Niels Kaastrup-Larsen70 The Systematic Investor Series ft Andreas Clenow (Part Two) – January 14th, 2020Today, we continue our interview with Andreas Clenow, where we cover topics such as backtesting & system design, whether we see any growth in the CTA industry, long-term vs short-term Investing, and how to go about raising initial AUM. Questions include: How important are drawdowns when analysing performance? Is Crisis Alpha an appropriate label for CTAs today? How do you choose parameters for your Trading Models? If any listeners would like to leave us a voicemail message to play on the show, you can do so here. Learn more about the free-to-use Top Traders Unplugged Trend Baro...2020-01-1429 min
Top Traders Unplugged with Niels Kaastrup-Larsen70 The Systematic Investor Series ft Andreas Clenow (Part One) – January 13th, 2020In the first of a 2-part special with Andreas Clenow, we discuss why combining Models might improve your Risk-Adjusted Returns in the long run, whether all Trend Following signals are more or less the same, reliable ways to measure risk, and some thoughts on Trend Following in the Stock Market. Questions we attempt to answer this week include: How do you trade mean-reverting strategies? Do you use Volatility-Targeting as part of a Trend Following strategy? Why has Andreas mentioned in the past that Trend Following doesn’t work on stocks? Are there less big Trends nowadays? Do you prefer to u...2020-01-131h 18