
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)
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Macro Mondays
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 youtube to see the graphs & videos we look at.
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