Macro Mondays
Andreas Steno Larsen
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
Episodes
Mentioned books
Aug 5, 2024 • 33min
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
The discussion kicks off with highlights from the recent Fed meeting and the implications of the Bank of Japan's actions on global currencies. The hosts humorously dissect unusual Venezuelan election outcomes while stressing risk management for traders. Tensions in the Middle East are linked to fluctuations in gold prices, revealing geopolitical dynamics at play. The intricate relationship between trade policies, unemployment trends, and central bank strategies is analyzed, emphasizing upcoming economic indicators to watch. Short-term trading strategies are also discussed in relation to macro trends.
Jul 29, 2024 • 38min
Macro Mondays #59 - Stop worrying about employment and look forward!
Bill Dudley, a key figure in economic discussions, delves into pressing monetary policy issues. He discusses the potential for rate cuts amid labor market trends, emphasizing the importance of upcoming data. The conversation touches on job creation expectations and their election year implications, painting an optimistic view of public sector openings. Dudley also examines the geopolitical turmoil in Venezuela and its impact on oil production, alongside rising tensions in the Hezbollah-Israel conflict and the consequences for global shipping and inflation.
8 snips
Jul 22, 2024 • 42min
Macro Mondays #58 - What will Kamalanomics look like?
Discussing Kamala Harris's economic views, market rotations, CCP Plenum details, and the impact on various sectors. Exploring the use of Venn diagrams, market liquidity, and predictions for economic acceleration. Analyzing macroeconomic indicators, asset classes, and upcoming crypto event.
Jul 15, 2024 • 43min
Macro Mondays #57 - It’s a GUNG HO SUMMER!
This podcast discusses a potential 'gung ho summer' in macro economics, German Bitcoin sell-off, US CPI numbers, impact of shipping disruptions on consumer prices, Chinese economy analysis, and portfolio trends with trade alerts.
Jul 8, 2024 • 40min
Macro Mondays #56 - 3 recession indicators you need to watch
Exploring UK, French, & Iranian elections, the podcast also dives into recession indicators like ISM services report & non-farm payrolls. The hosts discuss political impacts on the US economy, analyzing asset allocation, commodity trading, and macro regime shifts in a captivating Election Bonanza episode.
Jul 1, 2024 • 38min
Macro Mondays #55 - What is China doing with all it’s copper?
The podcast discusses Biden's debate performance impact on markets, China's influence on exchange rates, global commodity trends, and economic indicators analysis. Also covers political debates, commodity trading strategies, and portfolio strategies.
Jun 24, 2024 • 42min
Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
Exploring the impact of AI on software developers and other sectors, analyzing US dollar liquidity and potential implications, discussing UK CPI disparity and political landscape, delving into retail sales data and real estate market trends, and providing updates on the US budget deficit and its election impact.
Jun 17, 2024 • 39min
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
Exploring rise in copper consumption in China due to electric vehicles and renewable energy. French cuisine, US inflation, freight rates, and copper analysts discussed. Contrasting UK and European inflation with focus on wage growth post-Brexit. Analysis of Tesla's position in EV market and market investment strategies. Significance of macro regime indicator and listener feedback on stock market forecasts. Discussion on long-term commitment, Solana tattoo, cryptocurrency cycle, and humorous meme comparisons.
Jun 10, 2024 • 31min
Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
Mads Eberhardt joins the hosts to discuss topics like Bitcoin ETF inflows, Mexico's election impact on the US labor market, analyzing inflation's effect on the crypto market, and trading dynamics between China and India. The conversation also touches on Mt. Gox bankruptcy, GameStop frenzy, ECB rate cuts, and recent developments in the UK's sterling repo facility.
Jun 2, 2024 • 30min
Macro Monday #51 - Germany rebounding!
The podcast discusses Germany rebounding implications, freight rates, and the impacts on copper, silver, and natural gas. They also cover crypto news, including Ethereum ETF progress and Trump's legal troubles. Additionally, they analyze global interest rates, TikTok impact, and the relationship between US and China in trade decisions.
