Macro Mondays

Andreas Steno Larsen
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9 snips
Oct 6, 2025 • 29min

Bitcoin Soars, Japanese Bonds Buckle

In recent market trends, Bitcoin is making headlines with its impressive rally, while Japan faces political shifts affecting its bond market. A surprising dip in labor data raises questions about the Fed's priorities. Discussions highlight the realistic expectations for Bitcoin investments and the ongoing demand for copper driven by China’s electrification. The podcast also delves into energy challenges for AI and data centers, emphasizing the crucial need for electricity as a bottleneck. Portfolio strategies signal a bullish outlook amid easing inflation.
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38 snips
Sep 23, 2025 • 30min

Fed Cuts, Flash Crash, and Geopolitics

Dive into the wild weekend crypto flash crash, where liquidity shortages triggered a dramatic downturn. Analyze whether this dip offers a prime buying opportunity, distinguishing between institutional and retail strategies. Explore the implications of new H-1B fees on tech startups, alongside tensions in Russian airspace and their effects on European defense. Delve into market quirks, investment opportunities in gold and miners, and the shifting dynamics of the dollar as a reserve currency.
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40 snips
Sep 16, 2025 • 30min

Most-Hated Rally Ever?

Market analysts delve into the upcoming Fed interest rate decision, questioning why the current U.S. equity rally is deemed the 'most hated' on Wall Street. They explore AI-driven capital expenditure's potential to reshape the business landscape and discuss the complex dynamics of U.S.-China trade relations. The conversation shifts to dollar positioning and its implications for crypto and risk assets, all while navigating uncertainties in the economic climate.
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47 snips
Sep 8, 2025 • 31min

Weak U.S. Jobs, Europe in Crisis, & the Oil Setup

The hosts delve into the recent weak jobs report, raising eyebrows about the future of rate cuts and market stability. They explore the complexities of the U.S. labor market, revealing slow job growth amid layoffs. Political crises in France, the UK, and Japan are analyzed for their impact on investment strategies. Plus, there’s a spotlight on oil dynamics that could lead to lucrative opportunities. Historical comparisons, especially involving Donald Trump, add a compelling twist to today's economic narrative.
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29 snips
Aug 26, 2025 • 31min

Crypto Volatility, China Rallies... Is the U.S. Next?

The hosts dissect Jerome Powell’s pivotal speech at Jackson Hole, revealing its impact on markets. They discuss Trump’s tactics to sway the Federal Open Market Committee and the subsequent implications for policy. Insights into U.S. equity flows and crypto volatility are explored, alongside the surprising resilience of the U.S. market amidst geopolitical tensions and the Chinese stock rally. Listeners are encouraged to rethink the potential of U.S. assets as skepticism grows in other markets.
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32 snips
Aug 12, 2025 • 33min

Strong Dollar Means Weak Dollar?

The hosts discuss the intriguing dynamics of the U.S. dollar, exploring how its strength influences global trade and geopolitics. They dissect Trump's unexpected view on a 'strong dollar' and its broader implications. A humorous take on 'Liberation Days' adds levity, while serious analysis covers firefighter salaries and tech valuations. The conversation also touches on the impacts of inflation, tariffs, and global events like the Ukraine conflict, all while forecasting market trends affecting Ethereum.
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42 snips
Jul 10, 2025 • 34min

Global Trade Rewired

Sweden's surprising inflation trends could signal shifts in the global economy. The hosts dive into political antics shaping trade negotiations and discuss the complexities of U.S. tariffs. With OPEC's recent oil production increase, the impact on the shale industry is scrutinized. They also explore how AI and policy changes are transforming the U.S. labor market, creating challenges for workers. Finally, insights into China's role in U.S. trade dynamics reveal crucial market trends and highlight the need for investor patience.
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7 snips
Jun 24, 2025 • 28min

Iran Tensions Over?

Tensions around Iran escalate, affecting global markets and cryptocurrency dynamics. The hosts discuss internal Republican conflicts over foreign policy, particularly its implications for Israel and Iran. Trump's foreign policy challenges are explored, shedding light on divisions within his party. The geopolitical landscape in the Strait of Hormuz takes center stage, revealing Iran's military potential and its effect on oil trade. Insights on Saudi Arabia's influence over pricing trends and the U.S. military's role deepen the conversation around market volatility.
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30 snips
Jun 17, 2025 • 22min

Geopolitics Driving Markets Again

Andreas Steno and Mikkel Rosenvold delve into the geopolitical events shaping market volatility. They discuss the escalating tensions between Israel and Iran, and the historical context that informs investor strategies. The urgency for negotiations amid Iran's vulnerabilities is highlighted, alongside the implications for global oil markets. The duo also analyzes the upcoming Federal Reserve meeting, tying inflation trends and labor dynamics to economic outcomes. Plus, there's speculation on candidates for the Fed chairmanship and their ties to Trump.
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19 snips
Jun 3, 2025 • 26min

Ukraine strikes and the state of sanctions

The discussion kicks off with Ukraine's audacious drone strike on Russian air bases, setting the stage for shifts in global markets. Rising commodity prices, especially in oil and metals, come under scrutiny as geopolitical tensions escalate. There's a deep dive into Europe's soaring defense budgets, particularly Denmark's significant increase. Macro trends reveal concerns about the U.S. budget deficit and its effects on bond markets. Finally, trade policies from previous administrations are analyzed for their lingering impacts on tariffs and market strategies.

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