Episode Details

Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with bond yields already rising and central banks under pressure, Andreas and Mikkel assess whether global markets are underpricing the inflation and energy shocks caused by the closure of the Strait of Hormuz.

And don't forget to check out The Arena, our new trade idea league. Get in on the action, and you could be eligible for prizes totaling $25,000. To learn more and join, visit realvision.com/arena.

Learn more about your ad choices. Visit podcastchoices.com/adchoices