Podcast Episode Details

Macro Monday: Why Reciprocal Tariffs are GOOD News ft. Andreas Steno & Mikkel Rosenvold

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🔥 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them.

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.

📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.

👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing.

Timestamps:

00:00 - Welcome to Macro Mondays

00:22 - Overview of Today’s Topics

01:03 - Upcoming Real Vision Shows & Guest Speakers

01:19 - The Best Haircuts in Politics? A Lighthearted Start

04:06 - Are Reciprocal Tariffs Actually Good for the Economy?

08:03 - Global Trade: Who Benefits from Lower Tariffs?

10:49 - Trump’s Ukraine Plan & Europe’s Role

12:20 - How Tariff Talks Are Impacting Markets

15:02 - The U.S. Deficit: Signs of Improvement?

18:03 - Gold Prices and Market Sentiment

20:44 - Are Gold Miners the Next Big Investment?

24:07 - Why the UK Economy Is Struggling

26:56 - Political Uncertainty & Trade Vulnerability in the UK

31:06 - Renewable Energy & Offshore Wind: Dead Industry?

33:00 - Rate Cuts & Liquidity: What to Expect in 2025

34:32 - Final Thoughts & Market Outlook

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Published on 10 months ago