Andreas Steno Larsen

Andreas Steno Larsen, the Founder and CEO of Steno Research, joins to discuss the shifting dynamics between central banks and governments, emphasizing their coordinated efforts to manage debt and navigate economic cycles. He shares insights on currency debasement, inflation, and the role of cryptocurrency in the future financial landscape. The conversation highlights the impact of AI on economics, the challenges of reshoring jobs amidst automation, and strategies for investors to thrive in a high-volatility market. A thought-provoking dialogue for anyone keen on the evolving macroeconomic scene!

Andreas Steno Larsen, founder and CEO of Steno Research, teams up with Mikkel Rosenvold to dissect the latest market dynamics. They explore the significance of December's Fed cuts and the importance of balance sheet considerations. The duo discusses the polarized FOMC, geopolitical shifts tied to Ukraine, and potential impacts on liquidity, especially regarding Bitcoin. Additionally, they assess UK fiscal risks and the cyclical nature of renewables and nuclear investments. A whirlwind of insights for anyone keeping an eye on markets!

Join Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold as they unpack the dynamics affecting AI stocks after a Fed rate cut. They delve into Oracle's struggle with negative free cash flow despite heavy AI investment. Andreas shares insights on lower-than-expected inflation trends and how private credit indicates easing liquidity. Additionally, he analyzes potential impacts of Japanese Treasury purchases and offers a cautiously optimistic view on a possible Santa Rally. A must-listen for market enthusiasts!

Andreas Steno Larsen, co-founder of Steno Research, joins Mikkel Rosenvold to analyze a tumultuous year in global markets. They discuss the correlation between Bitcoin cycles and halvings, and review key takeaways from 2025, including market performances from Korea and Spain. With a focus on AI and automation investments, they highlight prospects in robotics and the implications of drones in defense. Caution about a potential funding dip for AI in 2026 wraps up their insightful predictions for the future.

Join Andreas Steno Larsen, a macro analyst and co-founder of Steno Research, as he dives into the complexities of today's financial landscape. He explores the ongoing liquidity pressures and implications for the Fed's decision-making, discussing the unfinished China trade deal and its impact on global markets. Andreas also assesses the potential for a December rate cut and the challenges within the Treasury's cash flow management. He emphasizes China's pivotal role in energy supply chains while examining strategies for investing in solar and military drones.