PodcastsBusinessMacro Mondays

Macro Mondays

Andreas Steno Larsen and Mikkel Rosenvold
Macro Mondays
Latest episode

126 episodes

  • Macro Mondays

    Markets React to War in Iran | Macro Mondays: March 2, 2026

    02/03/2026 | 36 mins.
    Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, to break down how the U.S. and Israel's escalating military action against Iran is impacting markets — from oil to equities and the broader macro regime.
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    Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
    #macro #iran #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver
  • Macro Mondays

    Do Markets Care About Trump’s Tariffs? | Macro Mondays: February 23, 2026

    23/02/2026 | 27 mins.
    Andreas Steno Larsen is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets, from escalating U.S.-Iran tensions to President Trump’s global tariff agenda. They also dive into the latest U.S. economic data, shifting rate expectations, and what the gold-to-bitcoin ratio is signaling.
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    Connect with Real Vision™ Online:
    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
    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver
  • Macro Mondays

    Dalio: "The World Order Has Broken Down"

    16/02/2026 | 29 mins.
    Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich Security Conference, Ray Dalio's X article on a changing world order, inflation and job reports, and the timeline for the liquidity impact from the Treasury General Account.
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    Connect with Real Vision™ Online:
    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
    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver
  • Macro Mondays

    A Regime Shift in Volatile Times

    10/02/2026 | 27 mins.
  • Macro Mondays

    Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

    02/02/2026 | 29 mins.
    Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.
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    Connect with Real Vision™ Online:
    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
    #macro #venezuela #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict #tradewar #creditcrisis #FOMC #silver

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About 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 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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