Podcast appearances and mentions of andreas steno

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning. 

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning.

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody's U.S. debt downgrade, Trump's Middle East investment tour, and bitcoin's price action amid rising bond yields.

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody's U.S. debt downgrade, Trump's Middle East investment tour, and bitcoin's price action amid rising bond yields.

Steno Research CEO and Asgard-Steno Global Macro CIO Andreas Steno Larsen is back with the fund's COO and head of geopolitics at Steno Research, Mikkel Rosenvold, to break down the latest news and forces driving global markets, including the tariff flip-flopping, U.S. dollar weakness, economic uncertainty, and more.

De gamle boomerne har scoret kassen på aktier og oppustede boligpriser, og efterladt de unge uden chance for at komme ind på boligmarkedet i Aarhus og København. Eller rettere: De unge har faktisk én chance tilbage for at score kassen og få foden indenfor i varmen. Men de skal være klar til at satse alt på kasinoet og kaste penge i noget, som deres forældre med sikkerhed ikke fatter. Sådan lyder budskabet fra hedgefond-chefen Andreas Steno, der giver dig tips til at blive rig. Hvis du altså tør satse - ALT.See omnystudio.com/listener for privacy information.

Hvis man vil tjene penge på investeringsmarkedet, så skal man droppe sine moralske kvababbelser, holde sig for næsen og spille spillet på spillets præmisser: »Man bliver ikke rig ved at følge et ædelt moralkompas«.Det mener den selvstændige aktieanalytiker Andreas Steno, som gennem sit 35-årige liv har tjent gode penge på aktiemarkedet og nu er god for »et substantielt tocifret millionbeløb«.Han er aktuel med en quick-guide-bog, som skal hjælpe særligt unge mænd med at »tage røven på boomerne« og tjene penge på de rette investeringer.Men har Andreas Steno selv en moralsk grænse for, hvor kynisk han kan tillade sig at være i jagten på ussel mammon? Og hvad ville det betyde for verden, hvis alle gjorde som ham? Gæst: Andreas Steno, stifter og direktør i aktieanalysevirksomheden Steno Research samt forfatter til bogen ”Money (that’s what boys want)”Vært: Jacob GrosenTilrettelæggelse og produktion: Mathias BondeFoto: Brian KarmarkSee omnystudio.com/listener for privacy information.

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 commodityAnd much more!

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

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

Donald Trump er ved at forme sin regering og administration. Indtil videre har Trump nomineret 12 ud af 25 personer, der skal godkendes af Senatet, før de kan påbegynde arbejdet. Er Trump ved at gøre op med den etablerede politiske elite i USA? Og er det galt eller genialt at have Elon Musk placeret centralt i den kommende regering i USA? Tror du, at Trump kan forandre USA? Medvirkende: Friis Arne Petersen, tidl. ambassadør i Washington, vært Friis diplomatpost, Andreas Steno, direktør i Steno Research, David Trads, journalist og forfatter, Anne Mørk, ph.d. i amerikanske studier, Kay Xander Mellish, dansk-amerikaner, forfatter og foredragsholder og Stine Bosse, medlem af Europa Parlamentet (M). Du kan blande dig i debatten ved at ringe ind fra 12:15-13:30 på 7021 1919 eller send en sms til 1212. Vært: Mathias Pedersen. Tilrettelægger: Nina Lorenz Grimstrup. Producer: Martin Plauborg.

Donald Trump er ved at forme sin regering og administration. Indtil videre har Trump nomineret 12 ud af 25 personer, der skal godkendes af Senatet, før de kan påbegynde arbejdet. Er Trump ved at gøre op med den etablerede politiske elite i USA? Og er det galt eller genialt at have Elon Musk placeret centralt i den kommende regering i USA? Tror du, at Trump kan forandre USA? Medvirkende: Friis Arne Petersen, tidl. ambassadør i Washington, vært Friis diplomatpost, Andreas Steno, direktør i Steno Research, David Trads, journalist og forfatter, Anne Mørk, ph.d. i amerikanske studier, Kay Xander Mellish, dansk-amerikaner, forfatter og foredragsholder og Stine Bosse, medlem af Europa Parlamentet (M). Du kan blande dig i debatten ved at ringe ind fra 12:15-13:30 på 7021 1919 eller send en sms til 1212. Vært: Mathias Pedersen. Tilrettelægger: Nina Lorenz Grimstrup. Producer: Martin Plauborg.

Donald Trump er ved at forme sin regering og administration. Indtil videre har Trump nomineret 12 ud af 25 personer, der skal godkendes af Senatet, før de kan påbegynde arbejdet. Er Trump ved at gøre op med den etablerede politiske elite i USA? Og er det galt eller genialt at have Elon Musk placeret centralt i den kommende regering i USA? Tror du, at Trump kan forandre USA? Medvirkende: Friis Arne Petersen, tidl. ambassadør i Washington, vært Friis diplomatpost, Andreas Steno, direktør i Steno Research, David Trads, journalist og forfatter, Anne Mørk, ph.d. i amerikanske studier, Kay Xander Mellish, dansk-amerikaner, forfatter og foredragsholder og Stine Bosse, medlem af Europa Parlamentet (M). Du kan blande dig i debatten ved at ringe ind fra 12:15-13:30 på 7021 1919 eller send en sms til 1212. Vært: Mathias Pedersen. Tilrettelægger: Nina Lorenz Grimstrup. Producer: Martin Plauborg.

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 JapanMonetary 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 latest offerings.  Go to www.realvision.com/metals for more information.Check out the episode on youtube to see the graphs & videos we look at.Remember to check out the links below.FREE macro newsletter - https://stenoresearch.com/free/Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/

Vi er alle tre kommentatortyper, der hver uge gør os kloge på økonomi og finansmarkeder, men hvordan investerer vi egentlig selv? Vi vender projektøren mod os selv og diskuterer vores egne investeringer, dyrebare fejlkøb og erfaringer. Vi ser på, hvad det vil sige at være en såkaldt aktiv eller passiv forvalter, og vi giver konkrete råd til lytterne, der vil investere selv.See omnystudio.com/listener for privacy information.

Dagens episode er med Andreas Steno fra research virksomheden, Steno Research. Vi tager temperaturen på verdensøkonomien og the state of commercial real estate. Andreas var tidligere Lead Economist hos Heimstaden og nu en super dygtig makroøkonom med egen research virksomhed. Lyt med! Du kan læse mere om det online investeringsforløb på https://investeringsforlob.dk Vil du lave effektiv due diligence af ejendomme eller finde investeringsmuligheder off-market? Opret en gratis prøveadgang på https://app.resights.dk/joinus

Podcastvært og influenser Tobias Hamann er barnebarn af den kendte hypnotisør og entertainer Ali Hamann. I studiet fortæller han, hvordan han er gået i sin morfars fodspor - men også om dengang han blev konfronteret med sin morfars dystre fortid i et brætspil. I programmet sidder underholdningsjournalist Nikolaj Vraa, PR-agent, caster og forfatter, Elisa Lykke, influenser og podcastvært, Tobias Hamann, chefredaktør på Olfi, Peter Ernstved Rasmussen, og økonom, Andreas Steno. Din vært er Ditte Okman, og programmet er produceret af Sarah Bech. Hvis du vil høre hele udsendelsen, skal du ind på Podimo. Og hvis du endnu ikke har været abonnent på Podimo, kan du få 30 dages gratis lytning her:Podimo.dk/detvitalerom See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Andreas Steno, founder of Steno Research, discusses the resurgence of inflation and its impact on the global economy, and his contrarian take that the next move from the Federal Reserve could be a rate hike.  In this episode, Steno highlights the labor market as a major driver of inflation, with wage pressures increasing due to labor scarcity. Steno suggests that the Federal Reserve may need to hike interest rates instead of cutting them, but acknowledges the political challenges of such a move.  He also discusses the macro situation in Europe, with Germany and France struggling while southern European economies thrive. Steno is the former Global Chief Strategist of Nordea, Northern Europe's largest bank. This episode was recorded on February 19.  Links:  https://stenoresearch.com/ https://twitter.com/AndreasSteno Timestamps  00:00 Introduction 00:49 The macro view: inflation resurgence 02:38 Indicators of inflation resurgence 04:40 Labor market and wage pressures 07:00 Federal Reserve's interest rate policy 09:00 Possibility of a rate hike 10:26 Implications for markets 14:12 Structural changes in the labor market 15:48 Surprising rebound in asset markets 18:50 The European macro situation  21:40 Implications of production shifts in Europe 24:00 Watching Europe from the outside 26:00 Portfolio construction  27:50 The Fed's rate hikes paused too soon 29:15 Parting thoughts 

Spørgsmålet ‘Hvor er Farhad?' har været på alles læber denne uge, efter DR i søndags udgav dokumentaren “Forfulgt af politiet” om Sydøstjyllands Politis vedvarende chikane af Farhads familie. For halvandet år siden forsvandt den dengang 16-årige Farhad efter et sammenstød mellem familien og politiet. Familien har frygtet det værste, politiet var af en anden overbevisning og i går kom det frem, at Udlændingestyrelsen undersøger om Farhad opholder sig i Tyskland. Vi går i dybden med dokumentaren, politiet, Den uafhængige anklagemyndighed og den seneste udvikling. For det er en meget mystisk sag. Vi taler også om DR-programmet ‘De dyre drenge', som Andreas Steno har set sig lidt sur på. For de er vist slet ikke så dyre alligevel.  I studiet sidder Kristoffer Eriksen, Per Kuskner og Jonas Kuld Rathje. Din vært er Ditte Okman og Sarah Bech har produceret programmet. See omnystudio.com/listener for privacy information.

Will the energy price rally trigger the recession as consumer savings are depleted? We look at this week's EIA data, whether it can be trusted and how it all impacted the world of Macro and your portfolio.The recession is likely in Q1 2024 still - and here's how we view and trade it!Hosts. Andreas Steno and Emil MollerUse "macro30" to get 30% off your first purchase at www.stenoresearch.com

Polen, Ukraine og EU er havnet i et trekantsdrama, der måske på overfladen handler om korn, men som også er en slags generalprøve på de potentielle problemer, som EU kan stå overfor i forbindelse med en forestående udvidelse. Nu stiger benzinpriserne igen - og det ser ud til, at vi kan nå helt op på 20 kroner for en liter benzin inden jul. Og denne gang handler det ikke om corona eller en chokeffekt på grund af krigen - det handler om, at verden efterspørger olie som aldrig før, mens storpolitik mindsker udbuddet. Gæster: Thomas Lauritzen, Altingets EU-analytiker og Andreas Steno, økonom og selvstændig rådgiver i Steno Research. Tilrettelæggelse: Henrik Lerche og Nickolaj Sander. Vært: Kirstine Dons Christensen. Lyddesign: Jonas Johs Andersen. Redaktør: Tine Møller Sørensen.

Acid Capitalist meets Real Vision Mashup with Andreas StenoListen to the entire conversation at https://www.patreon.com/HughHendry ⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️ 

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.

The EUR and European equities have proven surprisingly resilient to a string of weak data from Europe. Why is the EUR trade not rolling over? Andreas Steno hosts fellow Dane Jens Nordvig for a discussion on the Euro area. Remember that you can get 30% off your subscription at www.stenoresearch.com with the discount code “Macro30”

Housing is rebounding and all the sudden the central bank hawks are back on parade. Is it time to call off the recession or will the downside risk increase due to central banks misreading the situation? Andreas Steno and Emil Moller of Steno Research hosts Warren Pies of 3Fourteen Research for a discussion on housing and how to trade it.Read more content from Andreas and Emil on Stenoresearch.com. We provide you with +70 macro insights each month as well as access to our live portfolio and macro datahub. Sign up now for a 14 day free trial and get 30% off your first payment with the code 'macro30'.Hosts: Andreas Steno Larsen and Emil MøllerGuest: Warren Pies, 3Fourteen Research

Welcome to the inaugural episode of Macro Sunday. 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 worldThe 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

Welcome to our new podcast - Macro Sunday. 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 worldThe 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

Filminstruktør Christoffer Guldbrandsen er med i studiet, hvor han fortæller om sin dokumentar, der handler om Roger Stone, som har været 'frenemies' med Donald trump gennem 40 år. Guldbrandsen fortæller om sit eget forhold til Stone - og om den nærdødsoplevelse, der nærmest blev en velsignelse. Studiet begynder også at læse navneannoncer op, fordi Jonas er faldet over en rigtig bommert i Kristeligt Dagblad. De kom til at kalde en afdød kvinde for nazist og KKK-medlem. Upsi! Boligpriserne falder, banker krakker og nu begynder de dårlige historier at dukke op om top-bankfolk. Derfor har vi besøg af Andreas Steno, der er investor, som kan fortælle vilde historier om især Suisse Credit, der har ført en noget anderledes (og måske amoralsk) forretning.  Din vært er Ditte Okman.  Programmet er produceret af Sarah Bech.See omnystudio.com/listener for privacy information.

Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterAndreas Steno is Founder of Steno Research, and co-host of the wildly popular podcast ‘The Macro Trading Floor'. A former Chief Strategist of Global Coverage at Nordea, Northern Europe's largest bank, his market insight was second to none.Andreas delivered a full run-through of his macro framework, starting with how to use Steno's macro regime indicators to identify what market environment we're in, and how to asset allocate accordingly. Next, Andreas explains how to use his Beta-Trackers, which hint at how to allocate within each asset class. Andreas uses this framework to deliver real-world examples, and to give us his outlook for 2023 and beyond. Enjoy!Steno Research: https://stenoresearch.com/The Macro Trading Floor: https://podcasts.apple.com/gb/podcast/the-macro-trading-floor/id1618502265Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Hosts: Ansel Lindner and Christian Keroles (Find links below or, along with charts, at bitcoinandmarkets.com/fed130) In this episode, we dive into all the central bank policy announcements this week, focusing on the Federal Reserve and European Central Bank (ECB). To set the stage for analyzing central bank monetary policy discussion, we look at the several macro charts, including bitcoin, the S&P 500, the dollar index (DXY), and US Treasury yields. The Federal Reserve raised its Fed Funds target range to 4.50% to 4.75%, emphasizing stable prices, inflation fighting, and employment. To help take us through this announcement, we listen to a couple clips of Chairman Jerome Powell at the press conference following the Federal Open Market Committee (FOMC) meeting. Powell also signaled that more rate hikes are coming, using the term “ongoing increases”. It's a fine line the Fed has to walk. Since they don't do anything mechanical to set rates, the forward guidance and word choices make all the difference. After a long discussion about the Fed's decision, we jump to the ECB's latest monetary policy change. The ECB raised their policy rates by 50 bps, as expected. However, they did slightly shift their forward guidance more dovish, differing from the Fed's choice to remain rhetorically more hawkish. Instead of confirming two more 50 bps hikes eluded to in past statements, the ECB confirmed only one more before reevaluating. They also introduced “Climate QE” as part of their balance sheet reduction strategy. Each month, they allow a certain number of securities to mature and roll-off their balance sheet, reinvesting the remainder into new securities including corporate bonds. They will now take into consideration companies' ESG-type score, when deciding which corporate bonds to buy. Thanks for joining us. If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro Free weekly Bitcoin Fundamentals Report Find More and Follow Ansel Lindner On Twitter Christian Keroles On Twitter Watch this Episode: YouTube || Rumble Slide deck Federal Open Market Committee policy statement Powell FOMC press conference video ECB Policy Release Powell got more dovish the longer he talked Andreas Steno substack on BLS data THIS EPISODE'S SPONSORS: Moon Mortgage River Bitcoin 2023 Miami Bitcoin Magazine Bitcoin Magazine Pro

Andreas Steno of Steno Research explains how the reopening of China will likely bring new demand online and delay the coming global recession. Andreas dives into the multitude of factors driving the recession and reveals his views on why a soft landing by the Fed is all but impossible. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club

In this episode, CK and I got the privilege to sit down with Andreas Steno, editor at Real Vision, co-host of the Macro Trading Floor podcast, and author of Steno Signals substack. Our discussion centers around the energy situation in Europe, but we start with talking about the Federal Reserve's FOMC rate hike. Andreas has extensive knowledge of Bitcoin and his podcast Macro Trading Floor is hosted through Blockworks, that means we also got to pick his brain about his thoughts on the Bitcoin market.   Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.   Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!  https://b.tc/conference/2023   Use promocode: BMLIVE for 10% off everything in our store! https://store.bitcoinmagazine.com/   Hosts: Ansel Lindner and Christian Keroles Watch this Episode: YouTube / Rumble  Listen To This Episode:  Apple / Spotify / Google / Libsyn / Overcast / RSS Special guest: Andreas Steno