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Shownotes
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:
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Introduction & Market Overview
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Trump’s Tariff Moves: Market Implications
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Global Leaders Navigating U.S. Trade Policies
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Real Vision Sneak Peek & Macro Analysis
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Kanye West’s Surprising Take on Liquidity
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Ethereum Sentiment at Rock Bottom?
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – The Business Cycle Outlook for 2025
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Manufacturing Rebound: The Key Bullish Signal
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Global Equities: Who’s Winning in 2025?
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Commodities & Inflation Trends to Watch
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – The Impact of Trump’s Deregulation on Financials
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Geopolitical Risks Are Fading—What That Means
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – The Dollar’s Future: When Will It Weaken?
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Tariff Wars: How Europe Might Benefit
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – CPI Predictions & Market Expectations
(youtube.com/watch?v=B_ZPsGqOwag&list=PLSm3…) – Key Investment Opportunities & Final Thoughts
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