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
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.
May 5, 2024 • 32min
Macro Sunday #47 - Trump handling interest & China / Singapore
The podcast covers US economy, Trump's stance on interest rates, China and Singapore economic insights, and updates on the crypto market. Discussions include Yuan devaluation, Federal Reserve reactions, market interventions in China, and potential truce in Gaza.
Apr 28, 2024 • 43sec
Macro Sunday #47 - POSTPONED TO NEXT WEEK
This podcast episode was postponed to next week, but promises to return with interesting topics such as economics, trading, cryptocurrency, and more. Stay tuned for Andreas' insights and updates on stenoresearch.com
Apr 21, 2024 • 47min
Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
Vincent Deluard discusses inflation trends in developed and emerging markets. Chinese deflation may impact EM, while shrinking labor force in West could lead to inflation in Europe and US. Topics include equities, Iranian attack, sticky inflation, and portfolio news.
Apr 14, 2024 • 51min
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
Expert in US inflation and monetary policy, Danny Dayan, discusses the potential for a rate hike in 2025 and the US inflation picture. Topics include US CPI data, commodity rally, China preparing, and portfolio news.
8 snips
Apr 7, 2024 • 40min
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
Former CO-CIO of Bridgewater, Bob Elliot, discusses the fake business cycle signals, inflation assets in Q2, and overbought commodities. Topics include cyclical upswing, geopolitical situation, and portfolio news. Insightful analysis on economic trends, manufacturing recovery, and navigating commodities amidst geopolitical tensions.
Mar 31, 2024 • 56min
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
Guest Dario Perkins from TS Lombard discusses Brr-man Powell, USD inflation, Russia, and trading a Biden win. Topics include geopolitical tensions, interest rates, economic growth, and the impact of 3% inflation on the economy.
Mar 24, 2024 • 27min
Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
Exploring the gold rally and investment landscape with guest Bob Moriarty, discussing factors driving the rally, timing in precious metal investments, and geopolitical tensions. Analyzing the conflict between debt-based and resource-based systems, advocating for a return to gold and silver in economy. Reflecting on historical wars, profit-taking strategies, and Bitcoin's speculative nature.
