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
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.
4 snips
May 26, 2024 • 45min
Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
Economist Freya Beamish from TS Lombard discusses Ethereum & Bitcoin ETF, rising freight rates, and the intriguing concept of 'copper tourism'. The podcast also explores China's economic model evolution and its impact on global markets, along with the copper market dynamics and political influences.
May 19, 2024 • 53min
Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
Guest Marvin Barth discusses the CPI report, China's air pollution, and the business cycle watch. Topics include hidden recessions in China, inflation concerns, global economic impact of China's policies, and economic analysis of COVID-19 lockdown impact on global markets.
May 12, 2024 • 33min
Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
Exploring topics such as the Freddie Mac proposal, Trump hush money trial, Israel-Boeing situation, rents, and inflation. Insightful discussions on economic trends and political issues with a touch of humor and analysis on trade dynamics.
