Macro Mondays

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Macro Mondays

Andreas Steno Larsen and Mikkel Rosenvold

117 episodes

1 week ago

It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what we learned after a volatile year in global markets — and what they’re preparing for in 2026. From the entire team at Real Vision, have a happy holidays — we’ll see you in 2026! 🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect wi...

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All content for Macro Mondays is the property of Andreas Steno Larsen and Mikkel Rosenvold and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what we learned after a volatile year in global markets — and what they’re preparing for in 2026. From the entire team at Real Vision, have a happy holidays — we’ll see you in 2026! 🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect wi...

Show more...

Episodes (20/117)

Macro Mondays

Year-End Macro Wrap

It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what we learned after a volatile year in global markets — and what they’re preparing for in 2026. From the entire team at Real Vision, have a happy holidays — we’ll see you in 2026! 🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect wi...

2 weeks ago

28 minutes

Macro Mondays

Are AI Stocks in Danger?

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 headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff. 🔥 *You don't need more stuff. You need signal. http://ww.realvision.com/blackfriday About Real Vision™: We arm you with the knowledge, tools, and network to succeed on ...

3 weeks ago

29 minutes

Macro Mondays

All Eyes on Rate Cuts?

4 weeks ago

29 minutes

Macro Mondays

What's Going on with JPY Carry Trade?

Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going on with the current drawdown. 🔥 *You don't need more stuff. You need signal. http://ww.realvision.com/blackfriday About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vis...

1 month ago

29 minutes

Macro Mondays

Will the Fed Cut in December?

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 and forces driving global markets after another tough week for markets. 🔥 *You don't need more stuff. You need signal. http://ww.realvision.com/blackfriday About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https:/...

1 month ago

26 minutes

Macro Mondays

Fed Cuts Coming or Crisis Brewing?

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Websi...

1 month ago

27 minutes

Macro Mondays

The Printer Is Coming

Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest macro news and market drivers after a brutal week for risk assets. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twi...

1 month ago

30 minutes

Macro Mondays

Is China Winning the Trade War?

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research dissect the latest macro news and trends driving global markets. The Fed cut rates as expected, but was Powell’s hawkish tone a surprise? 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/...

2 months ago

28 minutes

Macro Mondays

The Tariff Battle Heats Up

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions. 🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twi...

2 months ago

29 minutes

Macro Mondays

Are We in an AI Bubble?

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research are back to break down whether we’re entering a new AI bubble, what the Fed’s next move means for markets, and why retail investors are driving the rally while institutions hesitate

2 months ago

30 minutes

Macro Mondays

Bitcoin Soars, Japanese Bonds Buckle

Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s rally and the Japanese bond market action.

3 months ago

29 minutes

Macro Mondays

Fed Cuts, Flash Crash, and Geopolitics

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.

3 months ago

30 minutes

Macro Mondays

Most-Hated Rally Ever?

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.

3 months ago

30 minutes

Macro Mondays

Weak U.S. Jobs, Europe in Crisis, & the Oil Setup

Andreas Steno and Mikkel Rosenvold of Steno Research dissect the latest news and trends after another weak jobs reports injected more uncertainty into markets. From what the labor data means for rate cuts to oil’s contrarian setup and political crises in France and the UK, they connect the dots. 🔥 FINAL HOURS: Get 50% OFF Real Vision Connect https://rvtv.io/3UenXVY

4 months ago

30 minutes

Macro Mondays

Crypto Volatility, China Rallies... Is the U.S. Next?

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackson Hole press conference, Trump’s attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China’s stock rally, and why investors may be underestimating America’s rebound.

4 months ago

31 minutes

Macro Mondays

Strong Dollar Means Weak Dollar?

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump’s surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ahead to CPI, the Fed chair race, and why Ethereum’s next big move could already be in motion.

4 months ago

32 minutes

Macro Mondays

Global Trade Rewired

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics to disucss Sweden's Inflation surprises, AI disrupting jobs, and the next phase of the trade war.

6 months ago

34 minutes

Macro Mondays

Iran Tensions Over?

NOTE: This episode was recorded and streamed on Monday, before the Iranian strikes on Qatar and the subsequent cease-fire. To watch the show live in the future, follow Macro Mondays on Youtube: https://www.youtube.com/watch?v=CvQWgrDu1KI&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&index=1 Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to break down the latest news and forces driving glob...

6 months ago

27 minutes

Macro Mondays

Geopolitics Driving Markets Again

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning.

6 months ago

21 minutes

Macro Mondays

Ukraine strikes and the state of sanctions

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

7 months ago

25 minutes