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)
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Macro Mondays
China Just Shocked The AI Race | Macro Mondays: July 20, 2026
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Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all.
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Timestamps:
01:30 - Kimi AI Shock: Has China Taken the Lead?
02:28 - Kimi K3 vs ChatGPT and Claude: What the Benchmarks Really Show
05:30 - Why Chinaβs AI Catch-Up Could Boost Hardware Demand
08:22 - Software vs Semiconductors: Who Actually Loses From Cheaper AI?
14:39 - Momentum Crash: What Triggered the Sell-Off in AI Stocks?
16:43 - Iran War Escalates as the IRGC Rebuilds Its War Chest
21:24 - How Long Can the US Withstand the Oil Supply Disruption?
23:45 - Why Oil Is Unlikely to Break Above $100 Again
28:06 - Semiconductors, AI Infrastructure, and the Next Portfolio Opportunities
#macro #andreassteno #macromondays #realvision #mikkelrosenvold
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