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Macro Mondays — Business
Macro Mondays

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 world

The 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

Copyright: © 2024 Macro Sunday

Latest Episodes:

Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot Apr 07, 2024

Show notes

Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds.
Host: Andreas Steno & Mikkel Rosenvold
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FREE macro newsletter - https://stenoresearch.com/free/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
CHAPTERS -
00:00. Introduction
02:20. Cyclical upswing?
12:32. Interview - Bob Elliot
32:26. The Geopolitical situation
36:00. Portfolio news
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

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Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins Mar 31, 2024

Show notes

This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us!
Host: Andreas Steno & Mikkel Rosenvold
Guest: Dario Perkins, TS Lombard
14 days free trial - https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
CHAPTERS -
00:00. Introduction
03:00. Head Fake Reflation
13:18. Interview - Dario Perkins
39:00. Geopolitics - Russia, Netanyahu
48:52. Portfolio news
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com Mar 24, 2024

Show notes

Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related.
Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday.
Host: Mikkel Rosenvold
Guest: Bob Moriarty, 321gold
14 days free trial - https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Connect with Real Vision™ Online:
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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt Mar 17, 2024

Show notes

Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains strong leaving to new records by the day! We look into the physical and digital commodity markets in this weeks Macro Sunday. Guest: Mads Eberhardt
14 days free trial - https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Connect with Real Vision™ Online:
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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang Mar 10, 2024

Show notes

Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation "Twist"? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. The Fed Guy
14 day free trial - https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
Check out 👉 https://fedguy.com/
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Connect with Real Vision™ Online:
YouTube: youtube.com/@RealVisionFinance
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Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart Mar 03, 2024

Show notes

The cyclical rotation of asset markets is ongoing and
the Manufacturing sector seems to be improving by the month.
The consensus is getting very upbeat on the US
growth picture but what about China and Europe?
Is the Rest of the World ready to beat expectations
and do you own enough commodities in case?
Find our research at https://stenoresearch.com/
The FREE newsletter is found at https://stenoresearch.com/free
Guest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/
Remember to go to www.stenoresearch.com - 14 day free trial.
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt Feb 25, 2024

Show notes

Assets are melting up right, left and center as the optimism around the
business cycle is improving.
Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback?
Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch of Bitcoin ETFs.
Find our FREE newsletter here - https://stenoresearch.com/free/
Find our Crypto offering - https://stenoresearch.com/category/crypto-moves/
Remember to go to www.stenoresearch.com - 14 day free trial.
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#crypto

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Connect with Real Vision™ Online:
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Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish Feb 18, 2024

Show notes

We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators.
Will inflation return to 2% at all in this cycle?
Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan.
Tune in!
Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/
Remember to go to www.stenoresearch.com - 14 day free trial.
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Connect with Real Vision™ Online:
YouTube: youtube.com/@RealVisionFinance
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe Feb 11, 2024

Show notes

Is the US recession called off and is it even possible to talk about a re-acceleration of the economy?
Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond?
Remember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial.
Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Connect with Real Vision™ Online:
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Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro Feb 04, 2024

Show notes

Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions between the US and Iran. How close are we to an all in war? We look at the geopolitics and the ramifications for global markets with Jacob Shapiro of Cognitive Investments
Hosts: Andreas Steno & Mikkel Rosenvold.
14 day free trial at www.stenoresearch.com
If you enjoy our content, Please subscribe to our Youtube Channel
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe

Connect with Real Vision™ Online:
YouTube: youtube.com/@RealVisionFinance
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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