Artwork

Real Vision and Real Vision Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Real Vision and Real Vision Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Flash Update: Liquidity Will Chart the Course for Markets ft. Andreas Steno and Mikkel Rosenvold

24:07
 
공유
 

Manage episode 433004650 series 1396084
Real Vision and Real Vision Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Real Vision and Real Vision Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw.

Understanding global liquidity is crucial as volatility rises and geopolitical tensions intensify.

Andreas Steno Larsen, founder and CEO of Steno Research, is back with Mikkel Rosenvold, Steno Research's head of geopolitics, for a special Flash Update on the forces driving volatility, potential trade opportunities, evolving geopolitical relations, and how shifting global liquidity dynamics will chart the course ahead.

RV members can get exclusive discounts on Andreas’s independent research service, Steno Research, using the code RV40 here: https://www.realvision.com/steno

📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year.

🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

Timestamps:

(00:00) Sponsor: Token2049

(01:02) Introduction and Market Overview

(02:14) Impact of Dollar/Yen Dynamics

(03:13) Key Indicators for Market Bottom

(04:24) Liquidity and Deflation Risks

(05:37) Bank of Japan’s QE Program and Market Impact

(06:14) Inflation Expectations and Market Reactions

(07:19) Federal Reserve’s Liquidity Actions

(08:26) Case Study: Silicon Valley Bank Crash

(09:33) Monitoring the New York Fed’s Reverse Repo Facility

(10:07) Unfuck Your Future with Real Vision

(10:40) Risks and Considerations for Buying the Dip

(11:16) US Economic Indicators and Market Cycles

(12:19) Credit Conditions and Market Outlook

(13:25) Political Landscape and Market Implications

(14:27) Kamala Harris’ Potential VP Pick and Impact

(15:38) US-China Relations and Market Opportunities

(17:46) Investment Strategies and Equity Futures

(18:49) Key Economic Data to Watch

(19:21) Summary and Key Takeaways

(20:26) Closing Remarks

About Real Vision™:

We arm you with the knowledge, the tools, and the network to succeed in your financial journey.

Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw

Connect with Real Vision™ Online:

Twitter: https://rvtv.io/twitter

Instagram: https://rvtv.io/instagram

Facebook: https://rvtv.io/facebook

Linkedin: https://rvtv.io/linkedin

Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

1611 에피소드

Artwork
icon공유
 
Manage episode 433004650 series 1396084
Real Vision and Real Vision Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Real Vision and Real Vision Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw.

Understanding global liquidity is crucial as volatility rises and geopolitical tensions intensify.

Andreas Steno Larsen, founder and CEO of Steno Research, is back with Mikkel Rosenvold, Steno Research's head of geopolitics, for a special Flash Update on the forces driving volatility, potential trade opportunities, evolving geopolitical relations, and how shifting global liquidity dynamics will chart the course ahead.

RV members can get exclusive discounts on Andreas’s independent research service, Steno Research, using the code RV40 here: https://www.realvision.com/steno

📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year.

🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.

Timestamps:

(00:00) Sponsor: Token2049

(01:02) Introduction and Market Overview

(02:14) Impact of Dollar/Yen Dynamics

(03:13) Key Indicators for Market Bottom

(04:24) Liquidity and Deflation Risks

(05:37) Bank of Japan’s QE Program and Market Impact

(06:14) Inflation Expectations and Market Reactions

(07:19) Federal Reserve’s Liquidity Actions

(08:26) Case Study: Silicon Valley Bank Crash

(09:33) Monitoring the New York Fed’s Reverse Repo Facility

(10:07) Unfuck Your Future with Real Vision

(10:40) Risks and Considerations for Buying the Dip

(11:16) US Economic Indicators and Market Cycles

(12:19) Credit Conditions and Market Outlook

(13:25) Political Landscape and Market Implications

(14:27) Kamala Harris’ Potential VP Pick and Impact

(15:38) US-China Relations and Market Opportunities

(17:46) Investment Strategies and Equity Futures

(18:49) Key Economic Data to Watch

(19:21) Summary and Key Takeaways

(20:26) Closing Remarks

About Real Vision™:

We arm you with the knowledge, the tools, and the network to succeed in your financial journey.

Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw

Connect with Real Vision™ Online:

Twitter: https://rvtv.io/twitter

Instagram: https://rvtv.io/instagram

Facebook: https://rvtv.io/facebook

Linkedin: https://rvtv.io/linkedin

Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

1611 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드