🔥 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them.
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 in markets.
📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.
👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing.
Timestamps:
00:00 - Welcome to Macro Mondays
00:22 - Overview of Today’s Topics
01:03 - Upcoming Real Vision Shows & Guest Speakers
01:19 - The Best Haircuts in Politics? A Lighthearted Start
04:06 - Are Reciprocal Tariffs Actually Good for the Economy?
08:03 - Global Trade: Who Benefits from Lower Tariffs?
10:49 - Trump’s Ukraine Plan & Europe’s Role
12:20 - How Tariff Talks Are Impacting Markets
15:02 - The U.S. Deficit: Signs of Improvement?
18:03 - Gold Prices and Market Sentiment
20:44 - Are Gold Miners the Next Big Investment?
24:07 - Why the UK Economy Is Struggling
26:56 - Political Uncertainty & Trade Vulnerability in the UK
31:06 - Renewable Energy & Offshore Wind: Dead Industry?
33:00 - Rate Cuts & Liquidity: What to Expect in 2025
34:32 - Final Thoughts & Market Outlook
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