Podcast Episodes
Back to SearchTrump vs. China: What’s Next for Global Markets?
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…
1 year, 1 month ago
Hvad betyder Trump for AI?
Mikkel er endelig tilbage i AI Revolutionen efter et par måneders fravær. Vi snakker bl.a. om Nvidias nyeste regnskab, Donald Trumps indflydelse på d…
1 year, 1 month ago
Markets Are Screaming for Liquidity
🔥 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 …
1 year, 1 month ago
Will the Fed Finish the Job?
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 …
1 year, 1 month ago
Macro Mondays #74 - When the Trump bet dies, here's what to look for
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: Andr…
1 year, 2 months ago
Macro Mondays #73 - What the f*ck is happening to Bonds?
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 meet…
1 year, 2 months ago
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
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…
1 year, 2 months ago
Macro Mondays #71 - the Polymarket effect
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…
1 year, 2 months ago
Macro Mondays #70 - The Beijing Nothing Burger
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 a…
1 year, 2 months ago
Macro Mondays #69 - Stimulating an OK economy
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…
1 year, 3 months ago