Real Vision: Finance & Investing Rates, Risks, and Reality | Macro Mondays: Jan. 26, 2026 ft. Andreas Steno & Mikkel Rosenvold
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Jan 26, 2026 A lively wrap of the Miami crypto gathering and what it means for markets. Geopolitical shifts from Davos to Greenland and a move toward a US–China bipolar world are explored. European independence as an investment theme gets attention. Markets talk includes a silver mania, rotation into copper, and the near-term Fed rate outlook.
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Live From Miami Crypto Gathering
- Mikkel recorded Macro Mondays live from the Lowe's Hotel during the Real Vision Crypto Gathering 2026 in Miami Beach.
- He mentioned Andreas missed the recording because he was stuck on the golf course, forcing a solo monologue episode.
Greenland Issue De-Escalated
- The Greenland episode seems de-escalated after Trump's public statements and a vague framework deal.
- Mikkel views this as a relief and not a near-term investment focus anymore.
Geopolitics Shifting To Bipolarity
- Mikkel argues geopolitics is shifting from a unipolar to a bipolar US-China world.
- He says this structural change will crystallize market and policy dynamics through 2026.