Macro Mondays: Global Stimulus Signals

Macro Mondays: Global Stimulus Signals

👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus500 Futures is the perfect place to start. Visit us.plus500.com to learn more. 🔥 Get Raoul Pal's FREE Guide: https://rvtv.io/3YOZZUe. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's better-than-expected outlook, it’s a packed session of actionable insights. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 📣 This episode comes to you thanks to Plus500. Plus500 gives you access to a wide range of instruments—S&P500, NASDAQ, Bitcoin, Gas, and much more! Explore equity indices, energy, metals, forex, crypto, and beyond. With a simple and intuitive platform, you can trade from anywhere—right from your phone. Deposit with a minimum of $100 and experience the fast, accessible futures trading you’ve been waiting for. See a trading opportunity? You’ll be able to trade it in just two clicks once your account is open. Not sure if you’re ready? Not a problem. Plus500 gives you an unlimited, risk-free demo account with charts and analytic tools for you to practice on. With over 20 years of experience - Plus500 is your gateway to the markets. Visit us.plus500.com to learn more. Trading in Futures involves the risk of loss and is not suitable for everyone. Not all applicants will qualify Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 00:00 - Intro 02:20 - Syria Civil War Ends 04:45 - China’s Fiscal Stimulus 07:50 - U.S. Non-Farm Payrolls 10:20 - Central Bank Policy Divide 12:30 - Europe’s Market Comeback 14:40 - Macro Hedge Fund Positions 16:55 - Key Market Trends Ahead 19:10 - Latest Inflation Trends 21:50 - ECB Rate Cut Debate 24:50 - Denmark’s Crypto Tax Changes 25:10 - Ethereum’s Growth Potential 26:55 - Closing Thoughts 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 Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1969)

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s favorite writer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Jun 201829min

The Knock-On Effect #5 - Demographics and Doorways

The Knock-On Effect #5 - Demographics and Doorways

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President Obama. Then Alex explains how a horse racing term could apply to what’s ahead for stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Jun 201848min

The Knock-On Effect #4 - Tariffs and Cork

The Knock-On Effect #4 - Tariffs and Cork

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Jun 201827min

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Jun 201834min

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Mai 201824min

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking bitcoin comparison. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Mai 201826min

Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors

Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors

What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our favorite prior guests join us once again to answer that question. You’ll hear from Marc Cohodes, Pippa Malmgren, Chris Cole, Ben Hunt, Jawad Mian, Simon Mikhailovich, Dee Smith and Jeff Snider – and if you don’t walk away from this series of short interviews with something new to think about it, go back and listen again! Plus, in the long/short segment, Grant and Alex trade selfies, people who hate their jobs, and you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Mai 20181h 19min

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