Bedste Andreas Steno Larsen-podcasts (2024)

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Macro Mondays #74 - When the Trump bet dies, here's what to look for 30:53

3d ago30:53

30:53

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 newsl…

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Macro Mondays #73 - What the f*ck is happening to Bonds? 41:51

10d ago41:51

41:51

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 …

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Macro Mondays #72 - Are markets prepared for a liquidity tsunami? 28:25

17d ago28:25

28:25

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 …

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Macro Mondays #71 - the Polymarket effect 35:32

24d ago35:32

35:32

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 rig…

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Macro Mondays #70 - The Beijing Nothing Burger 35:40

1M ago35:40

35:40

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 si…

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Macro Mondays #69 - Stimulating an OK economy 28:20

1M ago28:20

28:20

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 l…

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Macro Mondays #68 - China bringing a potent knife to a gunfight? 29:31

2M ago29:31

29:31

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 an…

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Macro Mondays #67 - How to position for the cutting season? 40:09

2M ago40:09

40:09

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 met…

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Macro Mondays #66 - 25BP or 50BP? And how to position 29:09

2M ago29:09

29:09

We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities. Check out the episode on youtube to see the graphs & videos we look at. Reme…

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Macro Mondays #65 - Is this sell-off even worse? 33:57

2M ago33:57

33:57

It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who both could be pointing at a worse and stickier sell-off. Finally, we touch upon the US presidential debate tomorr…

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Macro Mondays #64 - Was the H1 Rebound a fake? 33:42

2M ago33:42

33:42

We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs? We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week t…

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Macro Mondays #63 - What to make of Powell's Jackson Hole Speech 30:51

3M ago30:51

30:51

We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Toke…

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Macro Mondays #62 - Shelter, liquidity & is it time to buy again? 41:08

3M ago41:08

41:08

This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again? Joining us is Bob Elliott from Unlimited Funds. https://x.com/bobeunlimited Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week i…

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Macro Mondays #61 - Advisors turning pessimistic & The Ukraine 41:04

3M ago41:04

41:04

This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine? Join us! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Dis…

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Macro Mondays #60 - BoJ Aftermath & The Gold Trade. 32:50

3M ago32:50

32:50

This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE …

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Macro Mondays #59 - Stop worrying about employment and look forward! 37:54

4M ago37:54

37:54

We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying about employment figures and look forward instead! Remember to check out the links below. Token2049 week in Sing…

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Macro Mondays #58 - What will Kamalanomics look like? 42:11

4M ago42:11

42:11

Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe…

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Macro Mondays #57 - It’s a GUNG HO SUMMER! 42:41

4M ago42:41

42:41

This week we take a look at a possible Gung-Ho summer, the Cape of Good Hope traffic jam, the german bitcoin sell-off & much more! Join us! Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com…

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Macro Mondays #56 - 3 recession indicators you need to watch 39:53

4M ago39:53

39:53

Election Bonanza this week on Macro Mondays. We take a look at the UK, French & Iranian election. Furthermore, are we moving towards a Recession or not? Join us! 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://sten…

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Macro Mondays #55 - What is China doing with all it’s copper? 38:18

5M ago38:18

38:18

This week on Macro Mondays the team touch upon China & Japan, Hawkish surprises out of “monetary canaries” & the Biden-Trump debate. Join us! Guest: Marc Myllerup of Copenhagen Merchants https://x.com/MarcMyllerup FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Ro…

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Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week 41:58

5M ago41:58

41:58

Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the econom…

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Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves 39:02

5M ago39:02

39:02

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy. Andreas and Mikkel also cover China, geopolitics, and…

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Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt 30:38

5M ago30:38

30:38

Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest …

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Macro Monday #51 - Germany rebounding! 30:17

5M ago30:17

30:17

The team takes a look at Germany rebounding implications, Freight rates and the ramifications for Copper, Silver & Natural Gas. Also Crypto News & a look at the week ahead. Join us!Af Andreas Steno Larsen

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Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish 45:08

6M ago45:08

45:08

This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us! Guest: Freya Beamish - TS Lombard https://www.tslombard.com/freya-beamish FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas …

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Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth 53:29

6M ago53:29

53:29

Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets. https://thematicmarkets.com/ https://twitter.com/marvinjbarth FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel …

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Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal 33:07

6M ago33:07

33:07

The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion! Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto cove…

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Macro Sunday #47 - Trump handling interest & China / Singapore 32:13

6M ago32:13

32:13

The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news. Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category…

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Macro Sunday #47 - POSTPONED TO NEXT WEEK 0:43

7M ago0:43

0:43

We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. We wish you a great sunday and hope to see you again next week. Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenore…

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Macro Sunday #46 - Inflation in developed markets but not in emerging markets? 47:18

7M ago47:18

47:18

We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find ou…

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Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan 50:53

7M ago50:53

50:53

We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ For a 2-week free trial - ht…

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Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot 39:31

7M ago39:31

39:31

Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now run…

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Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins 55:41

8M ago55:41

55:41

This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us! Host: Andreas Steno & Mikkel Rosenvold Guest: Dario Perkins, TS Lombard 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our …

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Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com 27:10

8M ago27:10

27:10

Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related. Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday. Host: Mikkel Rosenvold Guest: …

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Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt 40:54

8M ago40:54

40:54

Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains strong leaving to new records by the day! We look into the physical and digital commodity markets in this weeks Macro Sunday. Guest: Mads Eberhardt 14 …

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Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang 45:46

8M ago45:46

45:46

Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation "Twist"? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. …

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Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart 42:29

9M ago42:29

42:29

The cyclical rotation of asset markets is ongoing and the Manufacturing sector seems to be improving by the month. The consensus is getting very upbeat on the US growth picture but what about China and Europe? Is the Rest of the World ready to beat expectations and do you own enough commodities in case? Find our research at https://stenoresearch.co…

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Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt 42:28

9M ago42:28

42:28

Assets are melting up right, left and center as the optimism around the business cycle is improving. Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback? Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch …

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Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish 46:12

9M ago46:12

46:12

We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators. Will inflation return to 2% at all in this cycle? Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan. Tune in! Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g…

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Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe 57:10

9M ago57:10

57:10

Is the US recession called off and is it even possible to talk about a re-acceleration of the economy? Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond? Remember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial. Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller If you enjoy…

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Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro 43:53

9M ago43:53

43:53

Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions between the US and Iran. How close are we to an all in war? We look at the geopolitics and the ramifications for global markets with Jacob Shapiro of Cognitive Investments Hosts: Andreas Steno & Mikkel …

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Macro Sunday #34 - The Red Sea is WORSENING 42:02

10M ago42:02

42:02

The hopes for a quick solution in the Red Sea are fading and the global inflation impact will likely be lasting. The crisis is now spreading from containers to dry bulk and energy. How will Chinese, European and US markets react to this? Hosts: Andreas Steno, Mikkel Rosenvold and Emil Moller 14 day free trial at www.stenoresearch.com If you enjoy o…

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Macro Sunday #33 - A new supply shock? Guest: Dario Perkins 53:51

10M ago53:51

53:51

We are once again joined by our favourite global macro economist, Dario Perkins of TS Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus? This is your last chance to get 30% off on your yearly subscription at www.stenoresearch.com - use macro30 to get 30% off today! Hosts: A…

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Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott 44:53

10M ago44:53

44:53

US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates continue to rise on the back of increasing tensions in the Red Sea and goods inflation is threatening to come back with a vengeance. Will the Fed forward pricing prove to be off? We discuss it with Bob Elliott of Unlimited Funds If you find our research valua…

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Macro Sunday #31 - Spiking freight rates bringing back inflation? 39:26

10M ago39:26

39:26

The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank? We discuss the situation with a selection of analysts at Steno Research. If you find our research valuable…

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#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth 53:14

11M ago53:14

53:14

How are markets positioned for 2024? We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes. Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024? Happy New Years from the entire team at Steno Research14-days free trial available a…

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#29 - Inflation Volatility is back! Guest: Claus Vistesen 33:08

11M ago33:08

33:08

Is the new ECB/Fed inflation forecast way off? And will inflation resurface already during 2024? Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon. Find out more at www.stenoresearch.com - always 14 days free trial access to our research https://stenoresearch.com/subs…

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#28 - Powell invites for a risk asset party. Guest: Raoul Pal 1:00:31

11M ago1:00:31

1:00:31

Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess the outlook for the big three central banks while also discussing whether this is a mid-cycle rate cutting cycle or the start of a recession. Our guest…

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#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle 59:00

11M ago59:00

59:00

Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs. Find out more at www.stenor…

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#26 - Are central banks asleep at the wheel? Guest: Cathie Wood 51:28

12M ago51:28

51:28

We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasury markets also deliver better returns in 2024? All that amidst the turbulence from the OPEC meeting. Hosts: Andreas Steno and Emil Møller Guest: Cath…

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