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Flash Update: Liquidity Will Chart the Course for Markets ft. Andreas Steno and Mikkel Rosenvold

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Manage episode 433004650 series 1396084
Content provided by Real Vision and Real Vision Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Real Vision and Real Vision Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

šŸ”„ Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

šŸ”„ š—š—¢š—œš—” Real Vision for FREE https://rvtv.io/3Y4t5Pw.

Understanding global liquidity is crucial as volatility rises and geopolitical tensions intensify.

Andreas Steno Larsen, founder and CEO of Steno Research, is back with Mikkel Rosenvold, Steno Research's head of geopolitics, for a special Flash Update on the forces driving volatility, potential trade opportunities, evolving geopolitical relations, and how shifting global liquidity dynamics will chart the course ahead.

RV members can get exclusive discounts on Andreasā€™s independent research service, Steno Research, using the code RV40 here: https://www.realvision.com/steno

šŸ“¢ This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there ā€“ this is the one event you can't miss this year.

šŸ”„ Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

Timestamps:

(00:00) Sponsor: Token2049

(01:02) Introduction and Market Overview

(02:14) Impact of Dollar/Yen Dynamics

(03:13) Key Indicators for Market Bottom

(04:24) Liquidity and Deflation Risks

(05:37) Bank of Japanā€™s QE Program and Market Impact

(06:14) Inflation Expectations and Market Reactions

(07:19) Federal Reserveā€™s Liquidity Actions

(08:26) Case Study: Silicon Valley Bank Crash

(09:33) Monitoring the New York Fedā€™s Reverse Repo Facility

(10:07) Unfuck Your Future with Real Vision

(10:40) Risks and Considerations for Buying the Dip

(11:16) US Economic Indicators and Market Cycles

(12:19) Credit Conditions and Market Outlook

(13:25) Political Landscape and Market Implications

(14:27) Kamala Harrisā€™ Potential VP Pick and Impact

(15:38) US-China Relations and Market Opportunities

(17:46) Investment Strategies and Equity Futures

(18:49) Key Economic Data to Watch

(19:21) Summary and Key Takeaways

(20:26) Closing Remarks

About Real Visionā„¢:

We arm you with the knowledge, the tools, and the network to succeed in your financial journey.

Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.

šŸ”„ Get š—™š—„š—˜š—˜ š—”š—–š—–š—˜š—¦š—¦ to Real Vision https://rvtv.io/3Y4t5Pw

Connect with Real Visionā„¢ Online:

Twitter: https://rvtv.io/twitter

Instagram: https://rvtv.io/instagram

Facebook: https://rvtv.io/facebook

Linkedin: https://rvtv.io/linkedin

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

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

1597 episodes

Artwork
iconShare
 
Manage episode 433004650 series 1396084
Content provided by Real Vision and Real Vision Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Real Vision and Real Vision Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

šŸ”„ Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

šŸ”„ š—š—¢š—œš—” Real Vision for FREE https://rvtv.io/3Y4t5Pw.

Understanding global liquidity is crucial as volatility rises and geopolitical tensions intensify.

Andreas Steno Larsen, founder and CEO of Steno Research, is back with Mikkel Rosenvold, Steno Research's head of geopolitics, for a special Flash Update on the forces driving volatility, potential trade opportunities, evolving geopolitical relations, and how shifting global liquidity dynamics will chart the course ahead.

RV members can get exclusive discounts on Andreasā€™s independent research service, Steno Research, using the code RV40 here: https://www.realvision.com/steno

šŸ“¢ This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there ā€“ this is the one event you can't miss this year.

šŸ”„ Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

Timestamps:

(00:00) Sponsor: Token2049

(01:02) Introduction and Market Overview

(02:14) Impact of Dollar/Yen Dynamics

(03:13) Key Indicators for Market Bottom

(04:24) Liquidity and Deflation Risks

(05:37) Bank of Japanā€™s QE Program and Market Impact

(06:14) Inflation Expectations and Market Reactions

(07:19) Federal Reserveā€™s Liquidity Actions

(08:26) Case Study: Silicon Valley Bank Crash

(09:33) Monitoring the New York Fedā€™s Reverse Repo Facility

(10:07) Unfuck Your Future with Real Vision

(10:40) Risks and Considerations for Buying the Dip

(11:16) US Economic Indicators and Market Cycles

(12:19) Credit Conditions and Market Outlook

(13:25) Political Landscape and Market Implications

(14:27) Kamala Harrisā€™ Potential VP Pick and Impact

(15:38) US-China Relations and Market Opportunities

(17:46) Investment Strategies and Equity Futures

(18:49) Key Economic Data to Watch

(19:21) Summary and Key Takeaways

(20:26) Closing Remarks

About Real Visionā„¢:

We arm you with the knowledge, the tools, and the network to succeed in your financial journey.

Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.

šŸ”„ Get š—™š—„š—˜š—˜ š—”š—–š—–š—˜š—¦š—¦ to Real Vision https://rvtv.io/3Y4t5Pw

Connect with Real Visionā„¢ Online:

Twitter: https://rvtv.io/twitter

Instagram: https://rvtv.io/instagram

Facebook: https://rvtv.io/facebook

Linkedin: https://rvtv.io/linkedin

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

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

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