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About This Podcast
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 world
The 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
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Recent Episodes
Panic or No Panic? | Macro Mondays: June 8, 2026
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…
3 Banger Trades For June | Macro Mondays: June 1, 2026
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…
Is Iran War Deal Imminent? | Macro Mondays: May 25, 2025
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…
Are Markets Ignoring Inflation? | Macro Mondays: May 18, 2026
Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets…
It’s Beginning To Look A Lot Like COVID! | Macro Monday's May 11, 2026
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…
Inflation Inbound? | Macro Mondays: May 4, 2026
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…
The Rally Nobody Believes In | Macro Mondays: April 27, 2026
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…
War, Oil & Liquidity - What’s Driving Markets Now! | Macro Monday: April 20, 2026
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…
Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026
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…
Why Markets Are Resilient? | Macro Mondays: April 6, 2026
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,…
Risk Isn’t Gone | Macro Mondays: March 30, 2026
Steno Research founder and CEO, Andreas Steno, is back with co-host Mikkel Rosenvold, to dive into the latest headlines in macro. As the Iran war enters its fifth week, Andreas and Mikkel analyze a…
The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026
Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with…
Markets Confront Iran Risk and Fed Policy | Macro Mondays: March 16, 2026
Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they…
How High Will Oil Prices Go? | Macro Mondays: March 9, 2026
Steno Research founder Andreas Steno is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news from the Iran war, the surging oil prices and…
Markets React to War in Iran | Macro Mondays: March 2, 2026
Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, to break down how the U.S. and Israel's escalating military action against Iran is impacting markets — from…
Do Markets Care About Trump’s Tariffs? | Macro Mondays: February 23, 2026
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…
Dalio: "The World Order Has Broken Down"
Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich…
A Regime Shift in Volatile Times
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:YouTube: youtube.com/@RealVisionFinanceTwitter: https://rvtv.io/twitterInstagram:…
Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026
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…
Rates, Risks, and Reality
Mikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from the annual World Economic Forum, a preview of this week’s…
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Macro Mondays has published 140 episodes since June 2023, covering topics in Business, Investing.
Macro Mondays is currently highly active with new episodes weekly. Average episode length is 36m.
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