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Macro Mondays

Business & Economics Podcasts

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

Location:

United States

Description:

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

Language:

English


Episodes
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Macro Mondays #56 - 3 recession indicators you need to watch

7/8/2024
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! 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

Duration:00:39:53

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Macro Mondays #55 - What is China doing with all it’s copper?

7/1/2024
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 Merchants https://x.com/MarcMyllerup 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

Duration:00:38:18

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Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week

6/23/2024
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 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 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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3MMeRfQ

Duration:00:41:58

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Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves

6/16/2024
🔥 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, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year. Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3MMeRfQ

Duration:00:39:02

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Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt

6/9/2024
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

Duration:00:30:38

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Macro Monday #51 - Germany rebounding!

6/2/2024
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!

Duration:00:30:17

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Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish

5/26/2024
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! Guest: Freya Beamish - TS Lombard https://www.tslombard.com/freya-beamish 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 CHAPTERS - 00:00. Introduction 02:06. Ethereum & Bitcoin ETF 05:22. Freight rates 15:51. Interview - Freya Beamish 36:10. Copper tourists? 41:44. Portfolio News #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:45:08

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Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth

5/19/2024
Join 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/marvinjbarth 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 CHAPTERS - 00:00. Introduction 02:04. CPI report hot as Greece 06:30. China - air pollution 15:51. Interview - Marvin Barth 46:00. Business cycle watch 50:00. Portfolio News #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:53:29

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Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal

5/12/2024
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. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find 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/23hp3vah CHAPTERS - 00:00. Introduction 02:26. Freddie Mac Proposal 08:36. Trump Hush Money & Dollar 15:44. Israel & Boeing 22:38. Rents & Inflation 29:50. Portfolio News #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:33:07

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Macro Sunday #47 - Trump handling interest & China / Singapore

5/5/2024
The 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 Rosenvold Find 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/23hp3vah CHAPTERS - 00:00. Introduction 01:33. US economy 10:04. Trump on interest rate 16:12. China / Singapore 24:24. Crypto news 30:10. Outro #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:32:13

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Macro Sunday #47 - POSTPONED TO NEXT WEEK

4/28/2024
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. Find out more at www.stenoresearch.com/subscribe Find 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/23hp3vah #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:00:43

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Macro Sunday #46 - Inflation in developed markets but not in emerging markets?

4/21/2024
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 Rosenvold Find 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/23hp3vah CHAPTERS - 00:00. Introduction 02:46. Sour Equities? 09:32. Iranian Attack 15:20. Interview - Vincent Deluard 39:48. "Sticky-er" Inflation? 43:28. Portfolio News #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:47:18

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Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan

4/14/2024
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 Find 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/23hp3vah CHAPTERS - 00:00. Introduction 03:00. US CPI 06:55. Commodity Rally? 11:00. Interview - Danny Dayan 39:50. China Preparing? 46:30. Portfolio News #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:50:53

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Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot

4/7/2024
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. Host: Andreas Steno & Mikkel Rosenvold 14 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/23hp3vah CHAPTERS - 00:00. Introduction 02:20. Cyclical upswing? 12:32. Interview - Bob Elliot 32:26. The Geopolitical situation 36:00. Portfolio news #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:39:31

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Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins

3/31/2024
This 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 Rosenvold Guest: Dario Perkins, TS Lombard 14 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/23hp3vah CHAPTERS - 00:00. Introduction 03:00. Head Fake Reflation 13:18. Interview - Dario Perkins 39:00. Geopolitics - Russia, Netanyahu 48:52. Portfolio news #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:55:41

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Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com

3/24/2024
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 14 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/23hp3vah

Duration:00:27:10

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Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt

3/17/2024
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 14 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/23hp3vah #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election #trump

Duration:00:40:54

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Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang

3/10/2024
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 14 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 you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #joebiden #election

Duration:00:45:46

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Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart

3/3/2024
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 #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking

Duration:00:42:29

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Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt

2/25/2024
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. 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 - 14 day free trial. Hosts: Andreas Steno & Mikkel Rosenvold. If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics #trading #interestrate #useconomy #macroeconomy #cryptocurrency #crypto #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding #redsea #podcast #economy #banking #crypto

Duration:00:42:28