Show notes
Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest Mads Eberhardt, the company’s senior crypto analyst. Recorded on June 7, 2024.Timestamps:00:00 - Introduction to Macro Mondays00:37 - Overview of the Week’s Topics01:09 - Bitcoin Inflows Discussion02:25 - Mount Gox Bankruptcy Update05:30 - Meme of the Week: Jay Powell06:39 - Central Banks Rate Cuts09:12 - Real Vision Community Promotion09:48 - Trump Soundbite and US Labor Market12:48 - Transformation of the US Job Market16:14 - Listener Feedback: Job Interview Traits18:30 - Upcoming Week’s Focus: Liquidity and Inflation21:22 - Liquidity Environment and Central Banks23:01 - Impact on Crypto Market24:19 - Portfolio Strategy: China vs. India27:49 - Inflation Protection Strategy29:26 - Conclusion