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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:

#24 - The End of US Outperformance? - Guest: Mike Green Nov 19, 2023

Show notes

We host the great Mike Green for a talk on the outlook for the strong-going US economy in comparison to Europe and Asia.
We also cover the softer-than-expected CPI prints and the subsequent rally in equities and take a victory lap on our Germany trade.
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Hosts: Andreas Steno and Emil Møller
Guest: Mike Green, Simplify Asset Management

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#23 - Are central banks insolvent? Guest: Dario Perkins Nov 12, 2023

Show notes

We are joined by one of the best central bank watchers in the world, Dario Perkins of TS Lombard to discuss whether negative equity in central banks practically matter.
Dario says theoretically no, but practically yes while also introducing his "Perkins rule" for recession watching.
Check out our new Crypto content at https://stenoresearch.com/category/crypto-moves/ and sign up for a 2 week free trial. You even get 20% off your first three payments with the code 'crypto20'.
Hosts: Andreas Steno Larsen and Emil Møller
Guest. Dario Perkins
Special guest: Mads Eberhardt

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

#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura Nov 05, 2023

Show notes

The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again?
We host the great Weston Nakamura for a deep-dive into the Japanese monetary and fiscal policy.
Towards the end, we give an update on our current positioning and the portfolio outlook for the remainder of 2023.
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Check out Weston's analysis on his substack right here:

https://westonnakamura.substack.com/p/yentervention-worlds-only-defense

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#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds Oct 29, 2023

Show notes

We host the great Bob Elliott of Unlimited Funds to a deep dive into the outlook for US Treasuries. What does the new House speaker and upcoming appropriations talks mean for markets and treasuries and how will the US fund yet another war? We also discuss the newest inflations trends and how we position ourselves in these testing times.
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
Hosts: Andreas Steno and Emil Moller
Guest: Bob Elliott, Unlimited Funds

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

#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank Oct 22, 2023

Show notes

Live from his vacation home in sunny Spain, Andreas hosts the great Steen Jakobsen of Saxo Bank to a talk on commodities, positioning and in particular "Inflation math". Why are we so slow to adjusting our thinking to a high interest and high inflation environment and how should we adapt? Hear a great analysis from Steen as well as an update on our very own portfolio and current research here at Steno Research.
Host: Andreas Steno Larsen
Guest: Steen Jakobsen, Saxo Bank

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

#19 - Energy Stocks are the New Bonds Oct 15, 2023

Show notes

We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look.
We also cover recent movements on our model portfolio and what changes we see coming up.
Hosts: Andreas Steno and Emil Moller
Guest: 3Fourteen Research
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com

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

#18 - Higher energy prices triggering a recession? Oct 08, 2023

Show notes

Will the energy price rally trigger the recession as consumer savings are depleted? We look at this week's EIA data, whether it can be trusted and how it all impacted the world of Macro and your portfolio.
The recession is likely in Q1 2024 still - and here's how we view and trade it!
Hosts. Andreas Steno and Emil Moller
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com

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

#17 - The Nuclear Option Oct 01, 2023

Show notes

Is the day of reckoning for nuclear power here at last? After years of stagnation, markets are beginning to show some promise for nuclear technology. Today, we'll examine the state of nuclear energy and delve into the current conditions of the commodity and energy markets with John Ciampaglia, CEO of Sprott Asset Management.
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller

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

#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald Sep 24, 2023

Show notes

Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and former FOMC member Dennis Lockhart to get his view on the central bank situation. How does Dennis view the FOMC meeting and the US economy in general?
Afterwards, we call up Frances Donald, Global Chief Economist at Manulife Investment for some great analysis of the current situation. What are the right bets in markets and will risk assets surge as they did in 2007?
Remember to get 30% off your first three purchases at www.stenoresearch.com with the coupon code 'macro30'.
Hosts: Andreas Steno Larsen and Emil Møller

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

#15 - Was that a pause from Lagarde? Sep 17, 2023

Show notes

Has the anti-Europe trade become the consensus or is there still juice in the story? We discuss the prospects of European gas storages and the ongoing recession in the North of the continent. Can Europe surprise negatively and will that surprise the ECB? Should you actually watch Southern Europe and not Northern Europe from here on?
We also discuss the differences between the U.S. and European labour markest post-pandemic. Why are we not seeing ghost towns in Europe and what does this mean for markets?
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno Larsen and Mikkel Rosenvold

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

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