Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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29:13
Are We in an AI Bubble?
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research are back to break down whether we’re entering a new AI bubble, what the Fed’s next move means for markets, and why retail investors are driving the rally while institutions hesitate
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Bitcoin Soars, Japanese Bonds Buckle
Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s rally and the Japanese bond market action.
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29:18
Fed Cuts, Flash Crash, and Geopolitics
Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.
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Most-Hated Rally Ever?
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.
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 worldThe 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
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