Join our experts for a discussion of current hot topics in the corporate world. We talk about a wide range of themes that can affect corporate financial performance, from artificial intelligence and M&A trends to sustainability and corporate leverage, among many others. Aimed at financial professionals, but we do our best to keep it simple.
…
continue reading
Nordea Private Banking International offers a full range of private banking products and services that includes wealth management and wealth planning.
…
continue reading
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 tr ...
…
continue reading
Deep from inside the City's shadows... author, speaker, NED and ex investment gatekeeper Jon 'JB' Beckett explores the Industry's taboo and hot topics. Dear Citizens of the People's Republic of Podcast, welcome! The New Fund Order is here; from existential risk to the human condition, a contrarian exploration of the Darkside, the Frontier and the Fringe of; Asset Management, Finance, Fintech, Mutual Funds and Macro. Bringing you news, views and interviews. Like a philosophy-economics mash up ...
…
continue reading
Food Can Fix It is a podcast produced by EAT as part of our mission to create a fair and sustainable global food system for healthy people, animals and planet. Our weekly interviews spotlight the work of activist chefs, visionary political leaders, socially responsible investors and groundbreaking entrepreneurs and scientists who are transforming the way we produce, consume and think about food. Tune in to hear about how children in Peru are being taught to like dark chocolate, how used tea ...
…
continue reading

1
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
28:25
28:25
나중에 재생
나중에 재생
리스트
좋아요
좋아요
28:25
We take a closer look at the upcoming wave if liquidity expected from the US Fed. How is Andreas Steno positioned for this and how can you prepare? We also dive into the current sell off in oil and rising bond yields - plus a very interesting election result in Japan Monetary Metals pays a yield on gold and silver in physical ounces of metal, with …
…
continue reading
Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win? We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting. Read more about Andreas' new macro strategy rig…
…
continue reading
The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets. Monetary Metals pays a yield on gold and si…
…
continue reading
Is the Fed cutting into strenght, and will the economy make a comeback into 2025? We look at the models after the NFP surprise. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their l…
…
continue reading

1
Macro Mondays #68 - China bringing a potent knife to a gunfight?
29:31
29:31
나중에 재생
나중에 재생
리스트
좋아요
좋아요
29:31
The rally in Chinese-linked assets is one of the most bizarre seen in newer financial markets history. Is the Chinese stimulus package a game-changer or is it insufficient to structurally turn the tide? Meanwhile, a wave of liquidity will arrive in Q4. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage an…
…
continue reading

1
Macro Mondays #67 - How to position for the cutting season?
40:09
40:09
나중에 재생
나중에 재생
리스트
좋아요
좋아요
40:09
We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario. We also cover key risk areas - both in the Middle East and in the US hiring numbers. Check out the episode on youtube to see the graphs & videos we look at. Monetary Metals pays a yield on gold and silver in physical ounces of met…
…
continue reading
We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities. Check out the episode on youtube to see the graphs & videos we look at. Reme…
…
continue reading
It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who both could be pointing at a worse and stickier sell-off. Finally, we touch upon the US presidential debate tomorr…
…
continue reading
Nordic corporates have bet big and succeeded in sustainability – Can they keep it up? The Nordic countries are punching above their weight in sustainability, and so are Nordic corporates. In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Jonas Ankjaer discuss just how good companies are in this area, how it has evolved over tim…
…
continue reading
We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs? We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week t…
…
continue reading

1
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
30:51
30:51
나중에 재생
나중에 재생
리스트
좋아요
좋아요
30:51
We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Toke…
…
continue reading

1
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
41:08
41:08
나중에 재생
나중에 재생
리스트
좋아요
좋아요
41:08
This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again? Joining us is Bob Elliott from Unlimited Funds. https://x.com/bobeunlimited Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week i…
…
continue reading

1
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
41:04
41:04
나중에 재생
나중에 재생
리스트
좋아요
좋아요
41:04
This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine? Join us! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Dis…
…
continue reading
This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE …
…
continue reading

1
Macro Mondays #59 - Stop worrying about employment and look forward!
37:54
37:54
나중에 재생
나중에 재생
리스트
좋아요
좋아요
37:54
We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying about employment figures and look forward instead! Remember to check out the links below. Token2049 week in Sing…
…
continue reading
Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe…
…
continue reading
This week we take a look at a possible Gung-Ho summer, the Cape of Good Hope traffic jam, the german bitcoin sell-off & much more! Join us! Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com…
…
continue reading

1
Macro Mondays #56 - 3 recession indicators you need to watch
39:53
39:53
나중에 재생
나중에 재생
리스트
좋아요
좋아요
39:53
Election Bonanza this week on Macro Mondays. We take a look at the UK, French & Iranian election. Furthermore, are we moving towards a Recession or not? Join us! FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://sten…
…
continue reading

1
Macro Mondays #55 - What is China doing with all it’s copper?
38:18
38:18
나중에 재생
나중에 재생
리스트
좋아요
좋아요
38:18
This week on Macro Mondays the team touch upon China & Japan, Hawkish surprises out of “monetary canaries” & the Biden-Trump debate. Join us! Guest: Marc Myllerup of Copenhagen Merchants https://x.com/MarcMyllerup FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Ro…
…
continue reading

1
Macro Mondays #54 - The Charts YOU NEED TO KNOW This Week
41:58
41:58
나중에 재생
나중에 재생
리스트
좋아요
좋아요
41:58
Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the econom…
…
continue reading

1
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
39:02
39:02
나중에 재생
나중에 재생
리스트
좋아요
좋아요
39:02
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dig into what’s going on with the European economy. Andreas and Mikkel also cover China, geopolitics, and…
…
continue reading

1
Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
30:38
30:38
나중에 재생
나중에 재생
리스트
좋아요
좋아요
30:38
Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch is joined by his co-host, Mikkel Rosenvold, partner and head of geopolitics at Steno Research, and special guest …
…
continue reading
The team takes a look at Germany rebounding implications, Freight rates and the ramifications for Copper, Silver & Natural Gas. Also Crypto News & a look at the week ahead. Join us!저자 Andreas Steno Larsen
…
continue reading

1
Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
45:08
45:08
나중에 재생
나중에 재생
리스트
좋아요
좋아요
45:08
This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us! Guest: Freya Beamish - TS Lombard https://www.tslombard.com/freya-beamish FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas …
…
continue reading

1
Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
53:29
53:29
나중에 재생
나중에 재생
리스트
좋아요
좋아요
53:29
Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets. https://thematicmarkets.com/ https://twitter.com/marvinjbarth FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel …
…
continue reading

1
Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal
33:07
33:07
나중에 재생
나중에 재생
리스트
좋아요
좋아요
33:07
The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion! Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto cove…
…
continue reading

1
Macro Sunday #47 - Trump handling interest & China / Singapore
32:13
32:13
나중에 재생
나중에 재생
리스트
좋아요
좋아요
32:13
The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news. Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category…
…
continue reading
We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. We wish you a great sunday and hope to see you again next week. Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenore…
…
continue reading

1
Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
47:18
47:18
나중에 재생
나중에 재생
리스트
좋아요
좋아요
47:18
We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find ou…
…
continue reading
Spending your capital right can boost the value of your business. Companies can invest or pay out capital to shareholders. They can invest in capex, R&D or acquisitions. They can pay dividends or make share buybacks. In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Jonas Ankjaer talk about how companies globally have used thei…
…
continue reading

1
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
50:53
50:53
나중에 재생
나중에 재생
리스트
좋아요
좋아요
50:53
We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ For a 2-week free trial - ht…
…
continue reading

1
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
39:31
39:31
나중에 재생
나중에 재생
리스트
좋아요
좋아요
39:31
Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now run…
…
continue reading

1
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
55:41
55:41
나중에 재생
나중에 재생
리스트
좋아요
좋아요
55:41
This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us! Host: Andreas Steno & Mikkel Rosenvold Guest: Dario Perkins, TS Lombard 14 days free trial - https://stenoresearch.com/subscribe/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our …
…
continue reading

1
Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
27:10
27:10
나중에 재생
나중에 재생
리스트
좋아요
좋아요
27:10
Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related. Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday. Host: Mikkel Rosenvold Guest: …
…
continue reading

1
Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
40:54
40:54
나중에 재생
나중에 재생
리스트
좋아요
좋아요
40:54
Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains strong leaving to new records by the day! We look into the physical and digital commodity markets in this weeks Macro Sunday. Guest: Mads Eberhardt 14 …
…
continue reading

1
Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
45:46
45:46
나중에 재생
나중에 재생
리스트
좋아요
좋아요
45:46
Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation "Twist"? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. …
…
continue reading

1
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
42:29
42:29
나중에 재생
나중에 재생
리스트
좋아요
좋아요
42:29
The cyclical rotation of asset markets is ongoing and the Manufacturing sector seems to be improving by the month. The consensus is getting very upbeat on the US growth picture but what about China and Europe? Is the Rest of the World ready to beat expectations and do you own enough commodities in case? Find our research at https://stenoresearch.co…
…
continue reading

1
Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
42:28
42:28
나중에 재생
나중에 재생
리스트
좋아요
좋아요
42:28
Assets are melting up right, left and center as the optimism around the business cycle is improving. Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback? Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch …
…
continue reading
It is 25 years since the euro was first introduced. Finland has used it from the start, and Denmark has pegged its krone to it. But Norway and Sweden have had floating currencies since the early 1990s. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck review how the different Nordic economies have been affected by currency. Are …
…
continue reading

1
Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
46:12
46:12
나중에 재생
나중에 재생
리스트
좋아요
좋아요
46:12
We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators. Will inflation return to 2% at all in this cycle? Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan. Tune in! Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g…
…
continue reading

1
Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
57:10
57:10
나중에 재생
나중에 재생
리스트
좋아요
좋아요
57:10
Is the US recession called off and is it even possible to talk about a re-acceleration of the economy? Where does it leave the hopes for a cutting cycle from the Fed and how will asset markets respond? Remember to go to www.stenoresearch.com - launch of portfolios, 14 day free trial. Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller If you enjoy…
…
continue reading

1
Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
43:53
43:53
나중에 재생
나중에 재생
리스트
좋아요
좋아요
43:53
Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions between the US and Iran. How close are we to an all in war? We look at the geopolitics and the ramifications for global markets with Jacob Shapiro of Cognitive Investments Hosts: Andreas Steno & Mikkel …
…
continue reading
The hopes for a quick solution in the Red Sea are fading and the global inflation impact will likely be lasting. The crisis is now spreading from containers to dry bulk and energy. How will Chinese, European and US markets react to this? Hosts: Andreas Steno, Mikkel Rosenvold and Emil Moller 14 day free trial at www.stenoresearch.com If you enjoy o…
…
continue reading

1
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
53:51
53:51
나중에 재생
나중에 재생
리스트
좋아요
좋아요
53:51
We are once again joined by our favourite global macro economist, Dario Perkins of TS Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus? This is your last chance to get 30% off on your yearly subscription at www.stenoresearch.com - use macro30 to get 30% off today! Hosts: A…
…
continue reading

1
Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
44:53
44:53
나중에 재생
나중에 재생
리스트
좋아요
좋아요
44:53
US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates continue to rise on the back of increasing tensions in the Red Sea and goods inflation is threatening to come back with a vengeance. Will the Fed forward pricing prove to be off? We discuss it with Bob Elliott of Unlimited Funds If you find our research valua…
…
continue reading

1
Macro Sunday #31 - Spiking freight rates bringing back inflation?
39:26
39:26
나중에 재생
나중에 재생
리스트
좋아요
좋아요
39:26
The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank? We discuss the situation with a selection of analysts at Steno Research. If you find our research valuable…
…
continue reading

1
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
53:14
53:14
나중에 재생
나중에 재생
리스트
좋아요
좋아요
53:14
How are markets positioned for 2024? We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes. Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024? Happy New Years from the entire team at Steno Research14-days free trial available a…
…
continue reading

1
#29 - Inflation Volatility is back! Guest: Claus Vistesen
33:08
33:08
나중에 재생
나중에 재생
리스트
좋아요
좋아요
33:08
Is the new ECB/Fed inflation forecast way off? And will inflation resurface already during 2024? Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon. Find out more at www.stenoresearch.com - always 14 days free trial access to our research https://stenoresearch.com/subs…
…
continue reading
The release of Open AI’s ChatGPT in November 2022 has driven a tsunami of interest in generative AI. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck explain the ‘big new thing’, Large Language Models, what they can and cannot do, and how generative AI could affect the Scandinavian labour market in the years ahead. And yes, the…
…
continue reading

1
#28 - Powell invites for a risk asset party. Guest: Raoul Pal
1:00:31
1:00:31
나중에 재생
나중에 재생
리스트
좋아요
좋아요
1:00:31
Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess the outlook for the big three central banks while also discussing whether this is a mid-cycle rate cutting cycle or the start of a recession. Our guest…
…
continue reading