Podcast appearances and mentions of andreas steno

Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk's record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, silver, and global equities. Plus: crypto breathes after brutal liquidations, and Germany opens the door to retail crypto adoption. Featured Real Vision content: • Andreas Steno & Alexander Campbell dive into commodities volatility • Jamie Coutts hosts a live AMA for Pro Members at 4pm ET Get the day's biggest stories and what they mean for investors — in minutes.

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.

Andreas Steno and Mikkel Rosenvold of Steno Research break down the macro headlines shaping markets. Discussing Trump's renewed tariff threats and the geopolitical fallout around Greenland, to rising Japanese yields, and how AI is shifting from hardware to software.☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That's why there's the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That's why there's the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE

It's the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what we learned after a volatile year in global markets — and what they're preparing for in 2026.From the entire team at Real Vision, have a happy holidays — we'll see you in 2026!

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 after another tough week for markets.

Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest macro news and market drivers after a brutal week for risk assets.

Den danske insulingigant bløder på børsen efter en miserabel uge, hvor Novo Nordisk først blev banket på plads af Donald Trump, og derefter tabte en milliardstor budkrig. Aftalen med Det Hvide Hus betyder, at Novo Nordisk fremover skal sælge deres storsællerter indenfor fedmemedicin til rabatpris i USA. Investorerne er ikke begejstrerede, og aktien er nede næsten 9 procent på en uge. Vi følger også op på interviewet med investor Andreas Steno og kigger på, hvordan han investerer i kryptovaluta, og hvordan du konkret kan gøre det samme, hvis du har lyst til at kaste penge efter bitcoin og ethereum. Til sidst vender vi det omdiskuterede pensionsselskab ATP, der har vundet en pris, de nok gerne ville have været foruden. I studiet: Magnus Barsøe og Mikael Milhøj. See omnystudio.com/listener for privacy information.

Der er ingen styrthjelm og mursten på speederen, når finanskommentator og tidligere hedgefondchef Andreas Steno Larsen investerer sin formue på omkring ”seks-syv millioner” kroner. Porteføljen rummer krypto og aktier og har givet en gevinst langt over markedet i år, men også med ”betydelig mere risiko”, som Steno formulerer det. Vi kigger på de aktietemaer, som har optaget investorerne i år og diskuterer vores egne investeringer. Grønne aktier har f.eks. oplevet et ret overraskende comeback og leveret gode plusser i Barsøes portefølje. Vestas er oppe 50 procent for året og steg 15 procent onsdag efter gode regnskabstal. Kan man være woke uden at gå broke? Vi diskuterer også, om Zohran Mamdanis valgsejr i New York indvarsler en ændring i amerikansk politik og tager til sidst fast på spørgsmålet, som mange investorer stiller sig selv: Skal man kaste penge i kunstig intelligens og de amerikanske Magnificent Seven-aktier eller løbende skrigende væk, fordi vi står i bobletider? I studiet: Magnus Barsøe, Andreas Steno og Mikael Milhøj. See omnystudio.com/listener for privacy information.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research dissect the latest macro news and trends driving global markets. The Fed cut rates as expected, but was Powell's hawkish tone a surprise?

Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin's rally and the Japanese bond market action. 

Andreas Steno and Mikkel Rosenvold of Steno Research start our week by examining the latest macro news and trends moving global markets.

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.

Frygten for at den amerikanske økonomi er voldsomt på vej ned i gear er overdrevet. Det mener den kendte investor, forfatter og økonom Andreas Steno, der i stedet vurderer, at vi kan stå overfor et større opsving drevet af rentenedsættelser i USA og massive amerikanske investeringer. I tirsdagens udgave af Millionærklubben uddyber han sit syn på markedet, og fortæller om de tre temaer, han investerer ind i lige nu. Med i studiet er også chefanalytiker hos Svenssen & Tudborg samt fast porteføljeforvalter i Millionærklubben Lau Svenssen, der giver sit syn på markedet og udviklingen på blandt andet tankmarkedet og fortegningsemissionen i Ørsted. Vært: Adam Geil See omnystudio.com/listener for privacy information.

Andreas Steno and Mikkel Rosenvold of Steno Research dissect the latest news and trends after another weak jobs reports injected more uncertainty into markets. From what the labor data means for rate cuts to oil's contrarian setup and political crises in France and the UK, they connect the dots.

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell's Jackson Hole press conference, Trump's attacks on Fed Governor Lisa Cook, and the growing political pressure on the FOMC. They also dive into U.S. equity flows, crypto volatility, China's stock rally, and why investors may be underestimating America's rebound.

Andreas Steno and Mikkel Rosenvold of Steno Research are back to discuss Putin and Trump's meeting in Alaska, what the latest economic data prints mean for markets, the Fed's Jackson Hole conference, and the scenario that markets are mispricing.

Steno Research founder and CEO Andreas Steno and his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, are going live to break down the latest news and trends driving risk assets on this edition of Macro Mondays.

Han er hedgefondchef som 35-årig, en af Danmarks mest citerede investorer og blev økonomisk uafhængig på et vildt sats på bitcoin for få måneder siden. Vi tager en snak med den tidligere chefstrateg i Nordea om hans tumultagtige fyring fra storbanken i 2021, og hans ekspresfart til rigdom og succes bagefter. Hvad er Andrea Stenos bedste råd til alle dem, der vil følge i hans fodspor? Hvad har været hans største fejl? Han største sejre? Hvordan finder han frem til de ofte kontrære aktiesats, der går imod konsensus i markedet? Og hvilke konkrete virksomheder holder Andreas Steno øje med lige nu? I studiet: Magnus Barsøe og Andreas Steno.See omnystudio.com/listener for privacy information.

Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, the firm's partner and head of geopolitics, to dissect the latest macro news — from Trump's tariffs and crypto dips to the firing of the head of the Bureau of Labor Statistics. Plus, the guys discuss how their portfolio is set to navigate the month ahead.

Han er hedgefondchef som 35-årig, en af Danmarks mest citerede investorer og blev økonomisk uafhængig på et vildt sats på bitcoin for få måneder siden. Vi tager en snak med den tidligere chefstrateg i Nordea om hans tumultagtige fyring fra storbanken i 2021, og hans ekspresfart til rigdom og succes bagefter. Hvad er Andrea Stenos bedste råd til alle dem, der vil følge i hans fodspor? Hvad har været hans største fejl? Han største sejre? Hvordan finder han frem til de ofte kontrære aktiesats, der går imod konsensus i markedet? Og hvilke konkrete virksomheder holder Andreas Steno øje med lige nu? I studiet: Magnus Barsøe og Andreas Steno.See omnystudio.com/listener for privacy information.

After a week off on holiday, Steno Research founder and CEO Andreas Steno and his co-host, Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest news driving global markets.

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics to disucss Sweden's Inflation surprises, AI disrupting jobs, and the next phase of the trade war. 

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to dissect the market impacts of everything from the latest inflation data to Trump's Big Beautiful Bill and new U.S trade deals.

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.

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