Macro Sunday
By Andreas Steno Larsen
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Subscribers: 37
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Episodes: 49
Description
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
| Episode | Date |
|---|---|
|
Macro Sunday #47 - Trump handling interest & China / Singapore
|
May 05, 2024 |
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Macro Sunday #47 - POSTPONED TO NEXT WEEK
|
Apr 28, 2024 |
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Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
|
Apr 21, 2024 |
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Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
|
Apr 14, 2024 |
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Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
|
Apr 07, 2024 |
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Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
|
Mar 31, 2024 |
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Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
|
Mar 24, 2024 |
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Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
|
Mar 17, 2024 |
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Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
|
Mar 10, 2024 |
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Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
|
Mar 03, 2024 |
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Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
|
Feb 25, 2024 |
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Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
|
Feb 18, 2024 |
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Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
|
Feb 11, 2024 |
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Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
|
Feb 04, 2024 |
|
Macro Sunday #34 - The Red Sea is WORSENING
|
Jan 28, 2024 |
|
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
|
Jan 21, 2024 |
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Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
|
Jan 14, 2024 |
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Macro Sunday #31 - Spiking freight rates bringing back inflation?
|
Jan 07, 2024 |
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#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
|
Dec 31, 2023 |
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#29 - Inflation Volatility is back! Guest: Claus Vistesen
|
Dec 24, 2023 |
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#28 - Powell invites for a risk asset party. Guest: Raoul Pal
|
Dec 17, 2023 |
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#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
|
Dec 09, 2023 |
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#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
|
Dec 03, 2023 |
|
#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
|
Nov 26, 2023 |
|
#24 - The End of US Outperformance? - Guest: Mike Green
|
Nov 19, 2023 |
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#23 - Are central banks insolvent? Guest: Dario Perkins
|
Nov 12, 2023 |
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#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
|
Nov 05, 2023 |
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#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
|
Oct 29, 2023 |
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#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
|
Oct 22, 2023 |
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#19 - Energy Stocks are the New Bonds
|
Oct 15, 2023 |
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#18 - Higher energy prices triggering a recession?
|
Oct 08, 2023 |
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#17 - The Nuclear Option
|
Oct 01, 2023 |
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#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
|
Sep 24, 2023 |
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#15 - Was that a pause from Lagarde?
|
Sep 17, 2023 |
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#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
|
Sep 10, 2023 |
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#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
|
Sep 02, 2023 |
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#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
|
Aug 27, 2023 |
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#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
|
Aug 20, 2023 |
|
#10 - A steeper curve to create a recession - Guest: Bob Elliot
|
Aug 13, 2023 |
|
#9 - Coups, YCC and the big rotation trade
|
Aug 06, 2023 |
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#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
|
Jul 30, 2023 |
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#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
|
Jul 28, 2023 |
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#6 - Geopolitical risks are back - Guest: Claus Vistesen
|
Jul 23, 2023 |
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#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
|
Jul 16, 2023 |
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#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
|
Jul 09, 2023 |
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The weird resilience of the EUR - Guest: Jens Nordvig
|
Jul 02, 2023 |
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Housing rebounds - time to call off the recession? Guest: Warren Pies
|
Jun 25, 2023 |
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3 reasons why EUR liquidity is a MUST watch over summer
|
Jun 18, 2023 |
|
Welcome to Macro Sunday!
|
Jun 17, 2023 |