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
76episodes
Episodes
Newest firstAll episodes
New 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
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Year-End Macro Wrap
Dec 2200:28:17Summary readyIt’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what we learned after a volatile year in global markets — and what they’re preparing for in 2026.From the entire team at Real Vision, have a happy holidays — we’ll see you in 2026!🔥 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
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Are AI Stocks in Danger?
Dec 1500:29:57Summary readyAndreas 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 headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff.🔥 *You don't need more stuff. You need signal. http://ww.realvision.com/blackfridayAbout 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
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All Eyes on Rate Cuts?
Dec 800:29:30Summary readyNo description available
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What's Going on with JPY Carry Trade?
Dec 100:29:51Summary readySteno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going on with the current drawdown.🔥 *You don't need more stuff. You need signal. http://ww.realvision.com/blackfridayAbout 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
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Will the Fed Cut in December?
Nov 2400:26:57Summary readyAndreas 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 after another tough week for markets.🔥 *You don't need more stuff. You need signal. http://ww.realvision.com/blackfridayAbout 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
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Fed Cuts Coming or Crisis Brewing?
Nov 1700:27:39Summary readyAndreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December.🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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The Printer Is Coming
Nov 1000:30:26Summary readyAndreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest macro news and market drivers after a brutal week for risk assets.🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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Is China Winning the Trade War?
Nov 300:28:08Summary readyAndreas Steno Larsen and Mikkel Rosenvold of Steno Research dissect the latest macro news and trends driving global markets. The Fed cut rates as expected, but was Powell’s hawkish tone a surprise?🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
SummaryThe Tariff Battle Heats Up
Oct 2700:29:13Summary readyAndreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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