Podcast appearances and mentions of andreas steno larsen

Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer.Timestamps:01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk03:15 - Real Vision Updates, Alpha Access, and This Week's Schedule05:40 - What Actually Caused Friday's Market Selloff?07:21 - Nasdaq Damage, CTA Flows, and Why the Straight-Line Rally Is Over09:45 - Was Friday a VaR Shock and What Happens Next?12:06 - The Jobs Report, World Cup Hiring, and Why Payrolls Beat Expectations14:07 - Kevin Warsh, the Fed, and Why Rate Cuts Just Got Harder17:38 - SpaceX IPO, Big Tech Equity Raises, and the Liquidity Squeeze22:01 - The One Chart to Watch: AI Token Pricing and the Data Center Trade24:37 - Iran, Israel, and Why Markets Still Aren't Panicking27:24 - Oil, Fertilizer, and Why the Hormuz Crisis Trade Keeps Fading#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #markets #Iran #jobs 

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets.Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50.

Real Vision's Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next phase of the market may depend on whether Middle East tensions truly de-escalate. They also explore a surprising inflation driver in hardware and semiconductors, explain why consumer spending is holding up better than many expect, and share the sectors they're watching next. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Real Vision's Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next phase of the market may depend on whether Middle East tensions truly de-escalate. They also explore a surprising inflation driver in hardware and semiconductors, explain why consumer spending is holding up better than many expect, and share the sectors they're watching next.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today's macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today's macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta's AI Spending Problem and Why the Backlog Isn't There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won't Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump's Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump's Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pay Up for Oil and Food Supply20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism.Timestamps:01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta's AI Spending Problem and Why the Backlog Isn't There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won't Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump's Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump's Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pay Up for Oil and Food Supply20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game

Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher.

As tensions rise again in the Middle East, oil flows and energy markets are back under pressure. Andreas Steno Larsen and Mikkel Rosenvold break down the real impact of these geopolitical risks, including jet fuel shortages and shifting supply dynamics. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for.Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics.

As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics.

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets.

As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, central bank policy, and risk assets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, central bank policy, and risk assets.** We apologize for the less-than-optimal audio, Andreas was traveling and will be back in his normal setup next week **

In this episode, Mauricio sits down with Andreas Steno Larsen to discuss his upbringing in a family influenced by macroeconomics and markets, shaped by his father's role as a chief economist. Andreas explains his liquidity-centric global macro framework, emphasizing how global liquidity—driven by central banks, treasuries, and commercial banks—serves as the primary force behind asset prices, operating in extended cycles likely peaking around Q3 or Q4 of 2026 amid midterm elections. He explores the interplay of politics, low interest rates, and abundant liquidity leading to potential inflation in 2027, while addressing Bitcoin's resilient yet dislocated price action amid geopolitical tensions and AI disruptions, viewing it as infrastructure rather than mere software. Andreas rebuts doomsday AI theses by invoking the Jevons paradox, predicting productivity gains and increased demand rather than mass unemployment, and highlights catalysts like stablecoin adoption for an agentic economy. The conversation also covers geopolitical hedges, with oil, natural gas, and gold outperforming silver, and touches on central banks' potential Bitcoin adoption.

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating military action against Iran. The guys evaluate the implications for oil, risk assets, and the broader macro regime. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andreas Steno Larsen, founder and CEO of Steno Research, is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets right now, from escalating tensions between Iran and the United States to Donald Trump's global tariff agenda. They also dive into the latest U.S. economic data, shifting rate expectations, and what the gold-to-bitcoin ratio is signaling. Binance is the world's leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more.  

Andreas Steno Larsen is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets, from escalating U.S.-Iran tensions to President Trump's global tariff agenda. They also dive into the latest U.S. economic data, shifting rate expectations, and what the gold-to-bitcoin ratio is signaling.

The first Macro Mondays of 2026 kicks off with global markets already on edge. Andreas Steno Larsen and Mikkel Rosenvold are back to break down the dramatic developments in Venezuela, the implications for oil markets, and what this signals about U.S. foreign policy momentum heading into the year.A volatile start to 2026 as geopolitics, oil, and liquidity collide.

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 headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff.

Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going on with the current drawdown.

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 and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December.

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.

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 Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research are back to break down whether we're entering a new AI bubble, what the Fed's next move means for markets, and why retail investors are driving the rally while institutions hesitate

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump's surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ahead to CPI, the Fed chair race, and why Ethereum's next big move could already be in motion.

Andreas Steno Larsen and Mikkel Rosenvold return to discuss the Swedish inflation shock, AI's growing impact on labor markets, OPEC's price war strategy, and the Trump's looming trade deal deadline. They break down whether the market is misunderstanding Trump's tariff strategy, which countries may strike deals, and why tech employment is at an inflection point.

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to break down the latest news and forces driving global markets. From the Israel-Iran war to the future path of interest rate, they unpack how central bank policy and geopolitical factors are fueling volatility and shifts in market positioning.

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 founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to unpack the U.S.-China trade agreement, the market's reaction, and the key narratives and risks investors need to watch right now.

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host, Mikkel Rosenvold, the company's partner and head of geopolitics, to dissect whether Donald Trump's trade war strategy is bearing fruit as China purchases U.S. Treasuries. Plus, they examine what sparked a sudden volatility spike in the New Taiwan dollar.

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news and trends driving global markets. From Ukraine-Russia ceasefire talks to the U.S.-China trade war, dollar debasement, and the bitcoin rally, they cover it all.

In this solo edition of Macro Mondays, Andreas Steno Larsen dives into the biggest stories rattling global markets, from Trump's rumored move against Powell, and the escalating tariff and capital war with China, to gold's surge, Bitcoin's breakout and why all roads now lead to a weaker dollar.

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 make some sense of the latest news and trends moving driving global markets on this live edition of Macro Mondays.

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the volatile market environment, the impact of the incoming Trump tariffs, and why it's time to worry about China and Europe.