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
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.
Mar 17, 2024 • 41min
Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
The podcast discusses commodities like oil, copper, and silver breaking out, along with the strong inflow to Bitcoin. Topics include comparisons of government investments in China, US, and Europe, potential ramifications of a cryptocurrency ETF approval, solo staking in the crypto community, detailed analysis of bank meetings and market trends, and insights into monetary policies and China's manufacturing momentum.
Mar 10, 2024 • 46min
Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
The podcast discusses improving liquidity levels in USDs, potential Fed balance sheet policies, operation 'Twist', and China's growing public deficit. Guest Joseph Wang aka. The Fed Guy shares insights. Topics also include political candidate's campaign kickoff speech analysis, Federal Reserve signals and balance sheet strategy, global economic trends and investment strategies, as well as economic policies in Europe compared to China and the US.
Mar 3, 2024 • 42min
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
The podcast discusses owning enough commodities, improvements in the Manufacturing sector, the USgrowth picture, and the readiness of the Rest of the World. Guest Tracy Shuchart shares insights on energy commodities in the market. Exploration of geopolitical events in the Middle East impacting energy markets and the connection between US and China economies.
