))
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 tr ...
…
continue reading
Nordea Private Banking International offers a full range of private banking products and services that includes wealth management and wealth planning.
…
continue reading
Welcome to Nordea Asset Management's Stay Alert podcasts.
…
continue reading
Join our experts for a discussion of current hot topics in the corporate world. We talk about a wide range of themes that can affect corporate financial performance, from artificial intelligence and M&A trends to sustainability and corporate leverage, among many others. Aimed at financial professionals, but we do our best to keep it simple.
…
continue reading
Podcast by Der Finanzoptimist | Nachhaltig anlegen
…
continue reading
Diverse Vibber er en podcast om ledelse og arbeidsliv. Du møter Ellen Mossin Olesen og Golara Heydari med gjester som inspirerer og innoverer arbeidslivet, arbeidstakere og ledere.
…
continue reading
Food Can Fix It is a podcast produced by EAT as part of our mission to create a fair and sustainable global food system for healthy people, animals and planet. Our weekly interviews spotlight the work of activist chefs, visionary political leaders, socially responsible investors and groundbreaking entrepreneurs and scientists who are transforming the way we produce, consume and think about food. Tune in to hear about how children in Peru are being taught to like dark chocolate, how used tea ...
…
continue reading
Deep from inside the City's shadows... author, speaker, NED and ex investment gatekeeper Jon 'JB' Beckett explores the Industry's taboo and hot topics. Dear Citizens of the People's Republic of Podcast, welcome! The New Fund Order is here; from existential risk to the human condition, a contrarian exploration of the Darkside, the Frontier and the Fringe of; Asset Management, Finance, Fintech, Mutual Funds and Macro. Bringing you news, views and interviews. Like a philosophy-economics mash up ...
…
continue reading
Steno Research partner and head of geopolitics, as well as COO of Asgard-Steno Global Macro, Mikkel Rosenvold is here to break down the many geopolitical events that are affecting investor sentiment right now and how to trade them, including tariffs, Ukraine, Turkey, and more.
…
continue reading
Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. They discuss the American strikes against the Houthis in Y…
…
continue reading
Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, Steno Research's head of geopolitics and the fund's COO, to break down the latest global macro trends and news. They dive into the state of the stock market, how much tariffs could affect inflation, where the U.S.…
…
continue reading
In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities. Hear why: - Peace in Ukraine might be imminent - Reciprocal tariffs are GOOD - Sugar might be the hottest commodity And much more!By Andreas Steno Larsen
…
continue reading
1
Could Trump actually bring global tariffs DOWN?
29:49
29:49
Play later
Play later
Lists
Like
Liked
29:49
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. Timestamps: 00:00:08 – Introduction & Market Overview 00:00:30 – Trump’s Tariff Moves: Market Implicati…
…
continue reading
Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets. 📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event…
…
continue reading
Apologies for the late update - we had some technical difficulties. Remember to check out RealVision.com for your options and extended coverage. Hosts: Mikkel Rosenvold and Andreas Steno
…
continue reading
1
Trump Inauguration Preview - And everything NOT Trump
31:00
31:00
Play later
Play later
Lists
Like
Liked
31:00
We preview the Trump Inauguration from a Macro perspective - AND try to take a break from all the Trump nonsense with some good old macro analysis! Hosts: Mikkel Rosenvold and Andreas Steno
…
continue reading
1
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
34:22
34:22
Play later
Play later
Lists
Like
Liked
34:22
🔥 Get Raoul Pal's FREE PDF report: https://rvtv.io/3YOZZUe. Andreas is back with Raoul Pal @RaoulPalTJM our special guest to break it all down live… Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Real Vision co-founder and CEO Raoul Pal to break down the strength of the US dollar, inflation expectations, and the role of liquidity…
…
continue reading
Bitcoin back over 100K! Andreas & Mikkel discuss tariffs, QE, and market strategies for 2025. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to on the key market drivers of 2025, from Trump tariffs to the recent crypto surge plus 5 trades they s…
…
continue reading
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to discuss the latest inflation fears and the impact of China’s stimulus plan on global trade dynamics and equity flows in the new year.By Andreas Steno Larsen
…
continue reading
1
#157 |Staffel 2 beginnt: Finanzoptimist Philipp Achenbach im Gespräch mit Sirius
27:44
27:44
Play later
Play later
Lists
Like
Liked
27:44
In der ersten Folge der zweiten Staffel des Finanzoptimist-Podcasts trifft der Gründer Philipp Achenbach auf Sirius, den neuen technischen Unterstützer des Teams. Obwohl Sirius weder Finanzexperte noch Reporter ist, stellt er sowohl persönliche als auch fachspezifische Fragen und sorgt damit für spannende Einblicke und ehrliche Momente. Gemeinsam w…
…
continue reading
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's bette…
…
continue reading
1
Trump vs. China: What’s Next for Global Markets?
34:10
34:10
Play later
Play later
Lists
Like
Liked
34:10
Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to break down the latest forces driving global markets on another live edition of Macro Mondays. This week, they discuss crypto's surge, shifting trends within the fixed income, and the outlook on China after Trump's t…
…
continue reading
🔥 Black Friday SALE: Up to 50% OFF across Real Vision https://rvtv.io/4eZ2PLr. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. This week, they …
…
continue reading
Will the Fed Finish the Job? Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. Check more from the duo at www.stenoresearch.com…
…
continue reading
1
Macro Mondays #74 - When the Trump bet dies, here's what to look for
30:53
30:53
Play later
Play later
Lists
Like
Liked
30:53
We assess the fallout from the Presidential election. How long will the Trump wave last and what's hiding behind it all in the macro world? Host: Andreas Steno & Mikkel Rosenvold Check out the episode on youtube to see the graphs & videos we look at: www.youtube.com/@RealVisionFinance/podcasts Remember to check out the links below. FREE macro newsl…
…
continue reading
1
Macro Mondays #73 - What the f*ck is happening to Bonds?
41:51
41:51
Play later
Play later
Lists
Like
Liked
41:51
As the election looms we take a closer look at the bond market in the aftermath of an abysmal jobs report on Friday. We also preview Fed and BoE meetings and Chinese stimulus news. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up …
…
continue reading
1
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
28:25
28:25
Play later
Play later
Lists
Like
Liked
28:25
We take a closer look at the upcoming wave if liquidity expected from the US Fed. How is Andreas Steno positioned for this and how can you prepare? We also dive into the current sell off in oil and rising bond yields - plus a very interesting election result in Japan Monetary Metals pays a yield on gold and silver in physical ounces of metal, with …
…
continue reading
1
Macro Mondays #71 - the Polymarket effect
35:32
35:32
Play later
Play later
Lists
Like
Liked
35:32
Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win? We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting. Read more about Andreas' new macro strategy rig…
…
continue reading
1
Macro Mondays #70 - The Beijing Nothing Burger
35:40
35:40
Play later
Play later
Lists
Like
Liked
35:40
The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets. Monetary Metals pays a yield on gold and si…
…
continue reading
1
Macro Mondays #69 - Stimulating an OK economy
28:20
28:20
Play later
Play later
Lists
Like
Liked
28:20
Is the Fed cutting into strenght, and will the economy make a comeback into 2025? We look at the models after the NFP surprise. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their l…
…
continue reading
1
Macro Mondays #68 - China bringing a potent knife to a gunfight?
29:31
29:31
Play later
Play later
Lists
Like
Liked
29:31
The rally in Chinese-linked assets is one of the most bizarre seen in newer financial markets history. Is the Chinese stimulus package a game-changer or is it insufficient to structurally turn the tide? Meanwhile, a wave of liquidity will arrive in Q4. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage an…
…
continue reading
1
Macro Mondays #67 - How to position for the cutting season?
40:09
40:09
Play later
Play later
Lists
Like
Liked
40:09
We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario. We also cover key risk areas - both in the Middle East and in the US hiring numbers. Check out the episode on youtube to see the graphs & videos we look at. Monetary Metals pays a yield on gold and silver in physical ounces of met…
…
continue reading
1
Macro Mondays #66 - 25BP or 50BP? And how to position
29:09
29:09
Play later
Play later
Lists
Like
Liked
29:09
We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities. Check out the episode on youtube to see the graphs & videos we look at. Reme…
…
continue reading
1
Macro Mondays #65 - Is this sell-off even worse?
33:57
33:57
Play later
Play later
Lists
Like
Liked
33:57
It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who both could be pointing at a worse and stickier sell-off. Finally, we touch upon the US presidential debate tomorr…
…
continue reading
Nordic corporates have bet big and succeeded in sustainability – Can they keep it up? The Nordic countries are punching above their weight in sustainability, and so are Nordic corporates. In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Jonas Ankjaer discuss just how good companies are in this area, how it has evolved over tim…
…
continue reading
1
Macro Mondays #64 - Was the H1 Rebound a fake?
33:42
33:42
Play later
Play later
Lists
Like
Liked
33:42
We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs? We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week t…
…
continue reading
1
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
30:51
30:51
Play later
Play later
Lists
Like
Liked
30:51
We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Toke…
…
continue reading
1
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
41:08
41:08
Play later
Play later
Lists
Like
Liked
41:08
This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again? Joining us is Bob Elliott from Unlimited Funds. https://x.com/bobeunlimited Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week i…
…
continue reading
1
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
41:04
41:04
Play later
Play later
Lists
Like
Liked
41:04
This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine? Join us! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Dis…
…
continue reading
1
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
32:50
32:50
Play later
Play later
Lists
Like
Liked
32:50
This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE …
…
continue reading
For professionals onlyNAM talksDisclaimer:Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the rea…
…
continue reading
1
Macro Mondays #59 - Stop worrying about employment and look forward!
37:54
37:54
Play later
Play later
Lists
Like
Liked
37:54
We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying about employment figures and look forward instead! Remember to check out the links below. Token2049 week in Sing…
…
continue reading
1
Macro Mondays #58 - What will Kamalanomics look like?
42:11
42:11
Play later
Play later
Lists
Like
Liked
42:11
Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe…
…
continue reading
1
Nordea’s Podcast – Covered Bonds: knowing your financial fortress
5:26
5:26
Play later
Play later
Lists
Like
Liked
5:26
For professionals onlyNAM talksDisclaimer:Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the rea…
…
continue reading
1
Macro Mondays #57 - It’s a GUNG HO SUMMER!
42:41
42:41
Play later
Play later
Lists
Like
Liked
42:41
This week we take a look at a possible Gung-Ho summer, the Cape of Good Hope traffic jam, the german bitcoin sell-off & much more! Join us! Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com…
…
continue reading
1
Macro Mondays #56 - 3 recession indicators you need to watch
39:53
39:53
Play later
Play later
Lists
Like
Liked
39:53
Election Bonanza this week on Macro Mondays. We take a look at the UK, French & Iranian election. Furthermore, are we moving towards a Recession or not? Join us! FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://sten…
…
continue reading
1
Macro Mondays #55 - What is China doing with all it’s copper?
38:18
38:18
Play later
Play later
Lists
Like
Liked
38:18
This week on Macro Mondays the team touch upon China & Japan, Hawkish surprises out of “monetary canaries” & the Biden-Trump debate. Join us! Guest: Marc Myllerup of Copenhagen Merchants https://x.com/MarcMyllerup FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Ro…
…
continue reading
1
Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
41:58
41:58
Play later
Play later
Lists
Like
Liked
41:58
Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the econom…
…
continue reading
1
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
39:02
39:02
Play later
Play later
Lists
Like
Liked
39:02
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy. Andreas and Mikkel also cover China, geopolitics, and…
…
continue reading
1
Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
30:38
30:38
Play later
Play later
Lists
Like
Liked
30:38
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 …
…
continue reading
The team takes a look at Germany rebounding implications, Freight rates and the ramifications for Copper, Silver & Natural Gas. Also Crypto News & a look at the week ahead. Join us!By Andreas Steno Larsen
…
continue reading
1
Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
45:08
45:08
Play later
Play later
Lists
Like
Liked
45:08
This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us! Guest: Freya Beamish - TS Lombard https://www.tslombard.com/freya-beamish FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas …
…
continue reading
1
Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
53:29
53:29
Play later
Play later
Lists
Like
Liked
53:29
Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets. https://thematicmarkets.com/ https://twitter.com/marvinjbarth FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel …
…
continue reading
1
Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
33:07
33:07
Play later
Play later
Lists
Like
Liked
33:07
The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion! Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto cove…
…
continue reading
1
Macro Sunday #47 - Trump handling interest & China / Singapore
32:13
32:13
Play later
Play later
Lists
Like
Liked
32:13
The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news. Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category…
…
continue reading
We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. We wish you a great sunday and hope to see you again next week. Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenore…
…
continue reading
1
Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
47:18
47:18
Play later
Play later
Lists
Like
Liked
47:18
We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find ou…
…
continue reading
Spending your capital right can boost the value of your business. Companies can invest or pay out capital to shareholders. They can invest in capex, R&D or acquisitions. They can pay dividends or make share buybacks. In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Jonas Ankjaer talk about how companies globally have used thei…
…
continue reading
