Macro Mondays
Andreas Steno Larsen
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
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Top 10 Macro Mondays Episodes
Goodpods has curated a list of the 10 best Macro Mondays episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Macro Mondays for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Macro Mondays episode by adding your comments to the episode page.
12/24/23 • 33 min
Is the new ECB/Fed inflation forecast way off?
And will inflation resurface already during 2024?
Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon.
Find out more at www.stenoresearch.com - always 14 days free trial access to our research
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Hosts: Andreas Steno
02/11/24 • 57 min
Is the US recession called off and is it even possible to talk about a re-acceleration of the economy?
Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond?
Remember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial.
Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
07/16/23 • 47 min
Andreas Steno and Emil Moller of Steno Research host Dario Perkins of TS Lombard for a discussion the recession that never arrived.
Steno Research had a tremendous trading week after acing the US Inflation Report. What is ahead for inflation after this dovish report and will central banks pause in a coordinated fashion from August and onwards?
Remember that you can use the exclusive code “Macro30” to get 30% off your subscription at www.stenoresearch.com - live portfolio, quant tools and full global Macro coverage and much more.
07/28/23 • 13 min
Markets initially panicked after the Bank of Japan decision to move the needle on the yield curve control was leaked.
The new yield curve control regime is much more flexible, which can actually be seen as a positive.
We discuss the surprise decision by Bank of Japan in this short Breaking edition of “Macro Sunday”
If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com
09/24/23 • 59 min
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
10/22/23 • 37 min
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
02/18/24 • 46 min
We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators.
Will inflation return to 2% at all in this cycle?
Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan.
Tune in!
Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/
Remember to go to www.stenoresearch.com - 14 day free trial.
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
03/24/24 • 27 min
Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related.
Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday.
Host: Mikkel Rosenvold
Guest: Bob Moriarty, 321gold
14 days free trial - https://stenoresearch.com/subscribe/
FREE macro newsletter - https://stenoresearch.com/free/
Hosts: Andreas Steno & Mikkel Rosenvold.
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
12/31/23 • 53 min
How are markets positioned for 2024?
We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes.
Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024?
Happy New Years from the entire team at Steno Research14-days free trial available at:
https://stenoresearch.com/subscribe/
Hosts: Andreas Steno & Mikkel Rosenvold
If you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah
11/19/23 • 58 min
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.
To see our full model portfolio and access all our research, sign up for a FREE 2-week trial at www.stenoresearch.com.
Hosts: Andreas Steno and Emil Møller
Guest: Mike Green, Simplify Asset Management
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FAQ
How many episodes does Macro Mondays have?
Macro Mondays currently has 83 episodes available.
What topics does Macro Mondays cover?
The podcast is about Investing, Podcasts and Business.
What is the most popular episode on Macro Mondays?
The episode title '#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro' is the most popular.
What is the average episode length on Macro Mondays?
The average episode length on Macro Mondays is 40 minutes.
How often are episodes of Macro Mondays released?
Episodes of Macro Mondays are typically released every 7 days.
When was the first episode of Macro Mondays?
The first episode of Macro Mondays was released on Jun 17, 2023.
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