Podcast
Macro Mondays
Hosted by Andreas Steno Larsen and Mikkel Rosenvold · EN
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)
Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe
75episodes
Episodes
Newest firstAll episodes
How High Will Oil Prices Go? | Macro Mondays: March 9, 2026
Mar 900:31:50Summary readySteno Research founder Andreas Steno is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news from the Iran war, the surging oil prices and their impact on the wider markets and global economy, U.S. labor data, and other market-moving headlines.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: 🔥 https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #iran #trump #dollar #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:YouTube: youtube.com/@RealVisionFinanceTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryMarkets React to War in Iran | Macro Mondays: March 2, 2026
Mar 200:36:56Summary readySteno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, to break down how the U.S. and Israel's escalating military action against Iran is impacting markets — from oil to equities and the broader macro regime.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: 🔥 https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #iran #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:YouTube: youtube.com/@RealVisionFinanceTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryDo Markets Care About Trump’s Tariffs? | Macro Mondays: February 23, 2026
Feb 2300:27:51Summary readyAndreas Steno Larsen is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets, from escalating U.S.-Iran tensions to President Trump’s global tariff agenda. They also dive into the latest U.S. economic data, shifting rate expectations, and what the gold-to-bitcoin ratio is signaling.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: 🔥 https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryDalio: "The World Order Has Broken Down"
Feb 1600:29:25Summary readyAndreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich Security Conference, Ray Dalio's X article on a changing world order, inflation and job reports, and the timeline for the liquidity impact from the Treasury General Account.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: 🔥 https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryA Regime Shift in Volatile Times
Feb 1000:27:44Summary ready🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryOil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026
Feb 200:29:31Summary readyAndreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more. 👉 Learn more at https://binance.onelink.me/realvision🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: 🔥 https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryRates, Risks, and Reality
Jan 2600:13:13Summary readyMikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from the annual World Economic Forum, a preview of this week’s FOMC meeting, and an on-the-ground perspective from Real Vision’s Crypto Gathering in Miami.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: 🔥 https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryEurope, Trump & the Limits of Trade Escalation
Jan 1900:28:48Summary readyAndreas Steno and Mikkel Rosenvold of Steno Research break down the macro headlines shaping markets. Discussing Trump’s renewed tariff threats and the geopolitical fallout around Greenland, to rising Japanese yields, and how AI is shifting from hardware to software.☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now it’s BOGO... bring a friend or split the cost☀️ Get it now: https://rvtv.io/49QZAGIConnect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #greenland
SummaryOpen War: Trump Targets the Fed
Jan 1200:31:12Summary ready☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now it’s BOGO... bring a friend or split the cost☀️ Get it now: https://rvtv.io/49QZAGIAndreas Steno Larsen and Mikkel Rosenvold break down a bombshell start to 2026 as tensions between the Federal Reserve and the Trump administration escalate. From Powell’s extraordinary public response to DOJ pressure to what it means for Fed independence, the U.S. dollar, gold, silver, and Bitcoin, Andreas and Mikkel unpack the macro consequences.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf#macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC
SummaryNew Year, New Geopolitical Shockwaves
Jan 500:31:16Summary readyThe first Macro Mondays of 2026 kicks off with global markets already on edge. Andreas Steno Larsen and Mikkel Rosenvold are back to break down the dramatic developments in Venezuela, the implications for oil markets, and what this signals about U.S. foreign policy momentum heading into the year.A volatile start to 2026 as geopolitics, oil, and liquidity collide.🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGIAbout Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Summary