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 βSOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHITβ (Listen to understand the context)
Find out more about Steno Research with the 30% discount code βmacro30β at www.stenoresearch.com/subscribe
Macro Mondays
3 Banger Trades For June | Macro Mondays June 1, 2026
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets.
Let Monarch do your financial 'spring cleaning' for you!
Use code REALVISION at Monarch.com to get your first year half off at just $50.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision https://rvtv.io/3YOZZUe
01:06 - Macro Mondays: Iran Talks, ISM Strength, and June Trade Ideas
02:30 - State of the Union Preview: Why Macro Still Drives Everything
04:34 - Strong ISM Print and Why US Manufacturing Keeps Accelerating
06:00 - Iran Talks Break Down Again: How Fragile Is the Ceasefire?
07:30 - Why Markets Are Still Taking the Iran Headlines in Stride
10:16 - How Long Can the Global Economy Handle a Closed Hormuz?
12:34 - June Outlook: Thematics, Trade Setups, and What Still Works
13:20 - Industrial Robotics, Real-World AI, and the Next Training Bottleneck
16:54 - Liquidity in June: Treasury Cash Drawdown and Easier Leverage
20:19 - Why Bitcoin Is the Only Risk Asset Not Joining the Rally
22:53 - Three Trades for June: Security Software, Server Makers, and Drones
27:19 - Claude, ServiceNow, and the New AI-Driven Momentum Trade
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision https://rvtv.io/3YOZZUe
Connect with Real Visionβ’ Online:
YouTube: youtube.com/@RealVisionFinance
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
Raoul Pal: The Journey Man
Real Vision Podcast Network