Macro Mondays

The discussion dives into Trump's tariff threats and the geopolitical implications surrounding Greenland. There’s a breakdown of how Japanese yields are affecting the market. The hosts explore the potential for a trade war escalation between the US and EU but note significant constraints on rapid retaliation. They outline possible EU responses and emphasize unity in defense matters. Plus, the conversation shifts to the transformative impact of AI moving from hardware to software. It's a lively mix of market insights and futuristic tech debates!

Tensions rise as the Trump administration targets the Federal Reserve, prompting Jay Powell to defend Fed independence. The hosts delve into market reactions, with gold and silver prices soaring amidst uncertainty. They discuss Trump's urgent policy moves and critique his proposal for credit card rate caps. Investment strategies shift towards metals and Bitcoin in response to a weakening dollar. The podcast also touches on broader themes of market rotation and state capitalism, highlighting new investment opportunities in AI and U.S. infrastructure.

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.🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGIAbout Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

As the year wraps up, the hosts reflect on the volatile markets of 2025, highlighting key events like the AI CapEx cycle and Nvidia's soaring demand. They delve into Bitcoin's behavior, discussing halving cycles and macro influences. Regional winners like Korea and Spain are explored in light of a dollar-weak backdrop. The discussion shifts to automation's future, including AI agents and their real-world applications. Lastly, they address potential risks for 2026, emphasizing shifts in tech funding and bank regulations.

Dive into a discussion on market sell-offs spurred by tech and AI stock fears. Explore Oracle's cash flow and CAPEX decisions influencing AI investments. Unpack the implications of the latest jobs data, as well as private credit trends signaling liquidity improvements. Curious about Bitcoin? Discover its cyclical relationship with liquidity dynamics. Plus, learn about Japan's involvement with US Treasuries, the dollar's outlook amidst global growth shifts, and the potential for a holiday market rally.

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Explore Japan's intriguing inflation shift as the Bank of Japan hints at rate hikes. Discover how these changes might impact global equities and the dollar-yen carry trade. Delve into Black Friday sales data, revealing consumer resilience and the surge of AI in retail. The discussion heats up with potential escalations in Venezuela, affecting oil prices. Plus, insights on MicroStrategy's treasury strategy and the implications of proposed legislative changes on liquidity and economic policy.

Andreas Steno Larsen, founder and CEO of Steno Research, teams up with Mikkel Rosenvold to dissect the latest market dynamics. They explore the significance of December's Fed cuts and the importance of balance sheet considerations. The duo discusses the polarized FOMC, geopolitical shifts tied to Ukraine, and potential impacts on liquidity, especially regarding Bitcoin. Additionally, they assess UK fiscal risks and the cyclical nature of renewables and nuclear investments. A whirlwind of insights for anyone keeping an eye on 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.🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* About Real Vision™:We arm you with the knowledge, tools, and network to succeed on your financial journey.Connect with Real Vision™ Online:Website: https://www.realvision.com/joinTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramLinkedin: https://rvtv.io/linkedinDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Dive into the latest macro insights as experts tackle pressing issues like liquidity and the US government shutdown. Discover intriguing details about Nancy Pelosi's impressive investment track record. Learn how SOFR spikes can impact markets and risk assets, including Bitcoin and tech stocks. The duo explores the potential effects of a government reopening on market liquidity. Plus, find out how bad macro data might turn into a bullish setup for traders. All this while outlining the US game plan for debt and growth.