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Macro Sunday Andreas Steno Larsen
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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 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
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Macro Sunday #47 - POSTPONED TO NEXT WEEK
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.
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#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump -
Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
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?
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Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
FREE macro newsletter - https://stenoresearch.com/free/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
CHAPTERS -
00:00. Introduction
02:46. Sour Equities?
09:32. Iranian Attack
15:20. Interview - Vincent Deluard
39:48. "Sticky-er" Inflation?
43:28. Portfolio News
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump -
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
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 -
https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
CHAPTERS -
00:00. Introduction
03:00. US CPI
06:55. Commodity Rally?
11:00. Interview - Danny Dayan
39:50. China Preparing?
46:30. Portfolio News
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump -
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
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 running the investment office at Unlimited Funds.
Host: Andreas Steno & Mikkel Rosenvold
14 days free trial - https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
CHAPTERS -
00:00. Introduction
02:20. Cyclical upswing?
12:32. Interview - Bob Elliot
32:26. The Geopolitical situation
36:00. Portfolio news
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump -
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
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 content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
CHAPTERS -
00:00. Introduction
03:00. Head Fake Reflation
13:18. Interview - Dario Perkins
39:00. Geopolitics - Russia, Netanyahu
48:52. Portfolio news
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump -
Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
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: Bob Moriarty, 321gold
14 days free trial - https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah