Macro Mondays
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
Episodes
93 episodes
What 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 ...
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29:36
No 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 ...
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27:55
How to Trade the Geopolitical Firehose
Steno 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 ta...
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31:51
How to trade the inflation schism
Andreas 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...
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36:47
Have 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 n...
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32:32
Why reciprocal tariffs are a GOOD thing
In 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 tariff...
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34:42
Could 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 Monday...
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29:49
3 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. ...
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29:31
DeepSeek 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 Steno
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25:45
Trump Inauguration Preview - And everything NOT Trump
We 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 Steno
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31:00
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
🔥 Get Raoul Pal's FREE PDF report:
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34:22
These Are the TOP Trades for 2025
Bitcoin 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 Ste...
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35:39
5 good trades 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 discuss the latest inflation fears and the impact of China’s stimulus plan on global trad...
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32:09
Macro Mondays: Global Stimulus Signals
Andreas 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 “mod...
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28:41
Trump 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...
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34:10
Will 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...
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26:14
Macro Mondays #74 - When the Trump bet dies, here's what to look for
We 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 gra...
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30:53
Macro 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 physi...
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41:51
Macro 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 intere...
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28:25
Macro Mondays #71 - the Polymarket effect
Has 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 ...
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35:32
Macro Mondays #70 - The Beijing Nothing Burger
The 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 tsunam...
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35:40
Macro Mondays #69 - Stimulating an OK economy
Is 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....
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28:20
Macro 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 arriv...
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29:31
Macro Mondays #67 - How to position for the cutting season?
We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario.We also cover key risk areas - both in the Middle East and in the US hiring numbers.Check out the episode on yout...
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40:09