Macro Mondays

Andreas Steno Larsen and Mikkel Rosenvold

EN151 episodes

businessinvesting

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade id...

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Episodes (151)

Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvi...

Macro Mondays

May 19, 202453:29pending

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

Macro Mondays

May 12, 202433:07pending

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

Macro Mondays

May 5, 202432:13pending

Macro Sunday #47 - POSTPONED TO NEXT WEEK

Macro Mondays

Apr 28, 20240:43pending

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

Macro Mondays

Apr 21, 202447:18pending

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

Macro Mondays

Apr 14, 202450:53pending

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

Macro Mondays

Apr 7, 202439:31pending

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

Macro Mondays

Mar 31, 202455:41pending

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

Macro Mondays

Mar 24, 202427:10pending

Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eber...

Macro Mondays

Mar 17, 202440:54pending

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

Macro Mondays

Mar 10, 202445:46pending

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

Macro Mondays

Mar 3, 202442:29pending

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

Macro Mondays

Feb 25, 202442:28pending

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

Macro Mondays

Feb 18, 202446:12pending

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

Macro Mondays

Feb 11, 202457:10pending

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

Macro Mondays

Feb 4, 202443:53pending

Macro Sunday #34 - The Red Sea is WORSENING

Macro Mondays

Jan 28, 202442:02pending

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

Macro Mondays

Jan 21, 202453:51pending

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

Macro Mondays

Jan 14, 202444:53pending

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

Macro Mondays

Jan 7, 202439:26pending

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

Macro Mondays

Dec 31, 202353:14pending

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

Macro Mondays

Dec 24, 202333:08pending

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

Macro Mondays

Dec 17, 20231:00:31pending

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

Macro Mondays

Dec 9, 202359:00pending

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

Macro Mondays

Dec 3, 202351:28pending

#25 - Why is offshore wind not performing? Guest: Suriya Jayanti

Macro Mondays

Nov 26, 20231:01:02pending

#24 - The End of US Outperformance? - Guest: Mike Green

Macro Mondays

Nov 19, 202358:05pending

#23 - Are central banks insolvent? Guest: Dario Perkins

Macro Mondays

Nov 12, 202358:29pending

#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

Macro Mondays

Nov 5, 202359:16pending

#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds

Macro Mondays

Oct 29, 20231:04:36pending

#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

Macro Mondays

Oct 22, 202337:30pending

#19 - Energy Stocks are the New Bonds

Macro Mondays

Oct 15, 202341:13pending

#18 - Higher energy prices triggering a recession?

Macro Mondays

Oct 8, 202335:30pending

#17 - The Nuclear Option

Macro Mondays

Oct 1, 202351:10pending

#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Don...

Macro Mondays

Sep 24, 202359:21pending

#15 - Was that a pause from Lagarde?

Macro Mondays

Sep 17, 202328:53pending

#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank

Macro Mondays

Sep 10, 202343:07pending

#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

Macro Mondays

Sep 2, 202337:32pending

#12 - USD patriots vs. CNY patriots - Guest: Tony Nash

Macro Mondays

Aug 27, 202355:34pending

#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise

Macro Mondays

Aug 20, 202342:08pending

#10 - A steeper curve to create a recession - Guest: Bob Elliot

Macro Mondays

Aug 13, 202342:59pending

#9 - Coups, YCC and the big rotation trade

Macro Mondays

Aug 6, 202338:47pending

#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale

Macro Mondays

Jul 30, 202343:03pending

#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger

Macro Mondays

Jul 28, 202313:03pending

#6 - Geopolitical risks are back - Guest: Claus Vistesen

Macro Mondays

Jul 23, 202333:19pending

#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins

Macro Mondays

Jul 16, 202347:35pending

#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapir...

Macro Mondays

Jul 9, 202343:39pending

The weird resilience of the EUR - Guest: Jens Nordvig

Macro Mondays

Jul 2, 202351:31pending

Housing rebounds - time to call off the recession? Guest: Warren Pies

Macro Mondays

Jun 25, 202340:19pending

3 reasons why EUR liquidity is a MUST watch over summer

Macro Mondays

Jun 18, 202339:24pending