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
Macro Mondays
Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized.
01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know
03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows
05:25 - Oil, Jet Fuel, and Fertilizer Prices Are Rolling Over Fast
07:51 - Falling Inflation Changes the Entire Macro Regime
09:24 - Why Central Banks Still Haven’t Caught Up to the Disinflation Shift
13:17 - Anthropic Export Curbs and the New AI Arms Race
17:51 - SpaceX IPO Mania and What It Says About Risk Appetite
19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run
22:45 - South Korea Exports and Why Semiconductors Still Look Strong
17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade
19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now
#macro #andreassteno #macromondays #realvision
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
Connect with Real Vision™ 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