Afleveringen
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In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities.
Hear why:
- Peace in Ukraine might be imminent
- Reciprocal tariffs are GOOD
- Sugar might be the hottest commodityAnd much more!
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Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.
Timestamps:
00:00:08 – Introduction & Market Overview
00:00:30 – Trump’s Tariff Moves: Market Implications
00:01:49 – Global Leaders Navigating U.S. Trade Policies
00:02:58 – Real Vision Sneak Peek & Macro Analysis
00:04:04 – Kanye West’s Surprising Take on Liquidity
00:06:08 – Ethereum Sentiment at Rock Bottom?
00:07:44 – The Business Cycle Outlook for 2025
00:10:07 – Manufacturing Rebound: The Key Bullish Signal
00:11:19 – Global Equities: Who’s Winning in 2025?
00:13:11 – Commodities & Inflation Trends to Watch
00:15:26 – The Impact of Trump’s Deregulation on Financials
00:19:08 – Geopolitical Risks Are Fading—What That Means
00:20:12 – The Dollar’s Future: When Will It Weaken?
00:22:48 – Tariff Wars: How Europe Might Benefit
00:25:13 – CPI Predictions & Market Expectations
00:28:17 – Key Investment Opportunities & Final Thoughts -
Zijn er afleveringen die ontbreken?
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Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets.
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01:46 - Macro Mondays: Global Markets and Trade Wars
3:15 - Deep Sea AI: From Major Breakthrough to Market Fizzle?
04:50 - Trade Wars: Tariffs on China, Mexico, and Canada
10:00 - Trump’s Tariff Strategy: Bluff or Real Economic Policy?
13:00 - Crypto Market Crash
15:00 - Possibility of US Capital Gains Tax and A Weaker Dollar?
18:40 - Macro Meets Micro - The Eurodollar
19:50 - European Growth Challenges: Can the EU Compete?
21:30 - High Conviction Themes: Gold, The Dollar, And Manufacturing Cycle
25:00 - How Tariffs Impact Inflation
Music license ID: WJ6TRPVHFD -
Apologies for the late update - we had some technical difficulties. Remember to check out RealVision.com for your options and extended coverage.
Hosts: Mikkel Rosenvold and Andreas Steno -
We preview the Trump Inauguration from a Macro perspective - AND try to take a break from all the Trump nonsense with some good old macro analysis!
Hosts: Mikkel Rosenvold and Andreas Steno -
🔥 Get Raoul Pal's FREE PDF report: https://rvtv.io/3YOZZUe. Andreas is back with Raoul Pal @RaoulPalTJM our special guest to break it all down live…
Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Real Vision co-founder and CEO Raoul Pal to break down the strength of the US dollar, inflation expectations, and the role of liquidity in driving growth.
Timestamps:
00:00 - Introduction:
01:32 - The Dollar Surge: What's Driving Currency Markets?
03:07 - Trump's Economic Strategy: Tariffs, Dollar Strength, and Negotiations"
05:20 - Monetary Policies in 2025: Echoes of 2016 and QE Predictions"
07:17 - Bitcoin and Markets: Parallels to 2017 and the Next Move
12:30 - UK Bond Market Troubles: A Canary in the Coal Mine?
15:43 - Inflation and Liquidity: Navigating the Economic Crossroads
20:40 - Retail Sales Boom: The Early Signs of Economic Revival
27:53 - Crypto’s Liquidity Role: How to Prepare for the Next Rally
33:07 - Closing Thoughts: Upcoming Events and Macro Strategies
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey. -
Bitcoin back over 100K! Andreas & Mikkel discuss tariffs, QE, and market strategies for 2025.
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to on the key market drivers of 2025, from Trump tariffs to the recent crypto surge plus 5 trades they see working in 2025.
👉 Don't forget to get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw
🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. -
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to discuss the latest inflation fears and the impact of China’s stimulus plan on global trade dynamics and equity flows in the new year.
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Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's better-than-expected outlook, it’s a packed session of actionable insights.
👉 Don't forget to get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw -
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to break down the latest forces driving global markets on another live edition of Macro Mondays. This week, they discuss crypto's surge, shifting trends within the fixed income, and the outlook on China after Trump's threats of higher tariffs.
Real Vision Black Friday Sale FINAL DAY: Up to 50% OFF https://rvtv.io/4eZ2PLr -
🔥 Black Friday SALE: Up to 50% OFF across Real Vision https://rvtv.io/4eZ2PLr. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.
This week, they discuss how leveraged investing could impact bitcoin, altcoins, and crypto-related equities, where to find value in macro markets right now, what global financial conditions suggest about bonds and the Fed rate-cutting cycle, and much more.
And don’t miss up to 50% OFF Real Vision memberships, upgrades, merch and more. Black Friday is here: https://rvtv.io/4eZ2PLr -
Will the Fed Finish the Job? Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.
Check more from the duo at www.stenoresearch.com -
We assess the fallout from the Presidential election. How long will the Trump wave last and what's hiding behind it all in the macro world?
Host: Andreas Steno & Mikkel Rosenvold
Check out the episode on youtube to see the graphs & videos we look at:
www.youtube.com/@RealVisionFinance/podcasts
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/ -
As the election looms we take a closer look at the bond market in the aftermath of an abysmal jobs report on Friday. We also preview Fed and BoE meetings and Chinese stimulus news.
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/ -
We take a closer look at the upcoming wave if liquidity expected from the US Fed. How is Andreas Steno positioned for this and how can you prepare?
We also dive into the current sell off in oil and rising bond yields - plus a very interesting election result in Japan
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/ -
Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win?
We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting.Read more about Andreas' new macro strategy right here: www.stenoglobalmacro.com"
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah -
The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets.
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah -
Is the Fed cutting into strenght, and will the economy make a comeback into 2025? We look at the models after the NFP surprise.
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah -
The rally in Chinese-linked assets is one of the most bizarre seen in newer financial markets history. Is the Chinese stimulus package a game-changer or is it insufficient to structurally turn the tide? Meanwhile, a wave of liquidity will arrive in Q4.
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah -
We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario.
We also cover key risk areas - both in the Middle East and in the US hiring numbers.
Check out the episode on youtube to see the graphs & videos we look at.
Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. Go to www.realvision.com/metals for more information. - Laat meer zien
