Macro Mondays

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 world

The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)

Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe

Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(143)

Macro Mondays #61 - Advisors turning pessimistic & The Ukraine

Macro Mondays #61 - Advisors turning pessimistic & The Ukraine

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 ...

12 Elo 202441min

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

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

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...

5 Elo 202432min

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

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

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 numbe...

29 Heinä 202437min

Macro Mondays #58 - What will Kamalanomics look like?

Macro Mondays #58 - What will Kamalanomics look like?

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.toke...

22 Heinä 202442min

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

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

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....

15 Heinä 202442min

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

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

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://sten...

8 Heinä 202439min

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

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

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.c...

1 Heinä 202438min

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

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

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....

24 Kesä 202441min

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