Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 01:07 - Why 2026 Is Starting...
May 11
30 min
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble 02:02 - Real Vision Portfolio Update...
May 4
28 min
Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Real Vision Pro Portfo...
Apr 27
28 min
As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Is the War Back On? Jet Fuel Shortages and What’s Holding Markets Up 01:55 - Psychedelics Stocks Surge After Tr...
Apr 20
28 min
Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance ...
Apr 13
30 min
As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, central bank policy, and risk assets. ** We apologize for the less-than-optimal audio, Andreas was traveling and will be back in his normal setup next week ** 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twit...
Apr 6
30 min
Steno Research founder and CEO, Andreas Steno, is back with co-host Mikkel Rosenvold, to dive into the latest headlines in macro. As the Iran war enters its fifth week, Andreas and Mikkel analyze a growing disconnect between market pricing and underlying macro risks, identifying key signals that investors may be overlooking. #macro #iran #trump #dollar #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rate...
Mar 30
30 min
Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with bond yields already rising and central banks under pressure, Andreas and Mikkel assess whether global markets are underpricing the inflation and energy shocks caused by the closure of the Straight of Hormuz. 🔥 And don't forget to check out The Arena, our new trade idea league. Get in on the ...
Mar 23
30 min
Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they dissect the state of U.S.-China relations and preview a pivotal week for central banks around the world. 🔥 And don't forget to check out The Arena, our new trade idea league. Get in on the action, and you could be eligible for prizes totaling $25,000. To learn more and join, visit realv...
Mar 16
29 min
Steno Research founder Andreas Steno is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news from the Iran war, the surging oil prices and their impact on the wider markets and global economy, U.S. labor data, and other market-moving headlines. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.i...
Mar 9
31 min
Load more