Macro Mondays

Macro Mondays

Por: Andreas Steno Larsen and Mikkel Rosenvold
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
118 episodios disponibles

Latest episodes of the podcast Macro Mondays

Mostrando página 6 de 6

#17 - The Nuclear Option 01/10/2023
#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald 24/09/2023
#15 - Was that a pause from Lagarde? 17/09/2023
#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank 10/09/2023
#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan 03/09/2023
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash 27/08/2023
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise 20/08/2023
#10 - A steeper curve to create a recession - Guest: Bob Elliot 13/08/2023
#9 - Coups, YCC and the big rotation trade 06/08/2023
#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale 30/07/2023
#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger 28/07/2023
#6 - Geopolitical risks are back - Guest: Claus Vistesen 23/07/2023
#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins 16/07/2023
#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro 09/07/2023
The weird resilience of the EUR - Guest: Jens Nordvig 02/07/2023
Housing rebounds - time to call off the recession? Guest: Warren Pies 25/06/2023
3 reasons why EUR liquidity is a MUST watch over summer 18/06/2023
Welcome to Macro Sunday! 17/06/2023
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