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
Are We in an AI Bubble?
Oct 2100:30:55Summary readyAndreas Steno Larsen and Mikkel Rosenvold of Steno Research are back to break down whether we’re entering a new AI bubble, what the Fed’s next move means for markets, and why retail investors are driving the rally while institutions hesitate
SummaryBitcoin Soars, Japanese Bonds Buckle
Oct 600:29:18Summary readyAndreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s rally and the Japanese bond market action.
SummaryFed Cuts, Flash Crash, and Geopolitics
Sep 2300:30:11Summary readyAndreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.
SummaryMost-Hated Rally Ever?
Sep 1600:30:02Summary readyAndreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.
SummaryWeak U.S. Jobs, Europe in Crisis, & the Oil Setup
Sep 800:30:49Summary readyAndreas Steno and Mikkel Rosenvold of Steno Research dissect the latest news and trends after another weak jobs reports injected more uncertainty into markets. From what the labor data means for rate cuts to oil’s contrarian setup and political crises in France and the UK, they connect the dots.🔥 FINAL HOURS: Get 50% OFF Real Vision Connect https://rvtv.io/3UenXVY
SummaryNo more safe havens? Well, maybe...
Apr 1, 202500:27:55Summary readySteno 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.
SummaryHow to Trade the Geopolitical Firehose
Mar 25, 202500:31:51Summary readySteno 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.
SummaryHow to trade the inflation schism
Mar 18, 202500:36:47Summary readyAndreas 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.
SummaryHave We Reached the Bottom in Equities?
Mar 11, 202500:32:32Summary readyAndreas 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.
SummaryWhy reciprocal tariffs are a GOOD thing
Feb 17, 202500:34:42Summary readyIn 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!
Summary