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Artwork for Macro Mondays
Inflation
Federal Reserve
ARK Invest
Gold
China
Technology Stocks
Red Sea
Rolling Recession
Cryptocurrency
Artificial Intelligence
Central Banks
Steno Research
Incrementum
Ukraine
Bitcoin
US Economy
Recession
Interest Rates
Israel
European Central Bank

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 worldThe podcast will be ... more

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Artwork for Macro Mondays

Latest Episodes

Steno Research founder and CEO Andreas Steno Larsen and partner & head of geopolitics Mikkel Rosenvold return for another edition of Macro Mondays. Andreas and Mikkel begin by breaking down the latest figures from Black Friday and just what's going o... more

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets after another tough week for marke... more

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 s... more

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Recent Guests

Raoul Pal
Founder of Real Vision and GMI
Real Vision
Episode: Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
Andreas Steno
Former Global Chief Strategist of Nordea Bank and guest on the show
Steno Research
Episode: Markets Are Screaming for Liquidity
Bob Elliott
Former co-CIO of Bridgewater, now CIO of Unlimited Funds
Unlimited Funds
Episode: Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
Max Eberhardt
Crypto analyst
Steno Research
Episode: Macro Mondays #57 - It’s a GUNG HO SUMMER!
Mark Mühlerup
A commodity broker at Copenhagen Merchants specializing in agricultural commodities.
Copenhagen Merchants
Episode: Macro Mondays #55 - What is China doing with all it’s copper?
Mads Eberhardt
Crypto analyst
Episode: Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
Vincent Deluard
Chief strategist within the macro commodity space
Stonex Group
Episode: Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
Danny Dayan
Former DWD Partners, now active on Substack with macroeconomic insights
Formerly DWD Partners
Episode: Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
Bob Elliot
Founder and CIO of Unlimited Funds
Unlimited Funds
Episode: Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot

Hosts

Mikkel Rosenvold
Co-host of Macro Mondays and host of Macro Mondays, known for engaging discussions on macroeconomic trends and actionable content.
Andreas Steno
Co-host and analyst, focusing on macroeconomic insights, geopolitical dynamics, and investment strategies.

Reviews

4.4 out of 5 stars from 292 ratings
  • Good pod, but!

    Like the podcast, but please get better microphones than the stock headphones that follow when you a buy an iPhone. The podcast competition is so high now, and sound quality like that makes you fall behind, it’s an small investment

    Apple Podcasts
    4
    ungådom
    Norway3 months ago
  • Aeeeeeh, aeeeh, aeeeh

    Aeeeeeh, aeeeh, aeeeh

    Apple Podcasts
    3
    denkmaldruebernach
    Germanya year ago
  • Clean it up

    I’m not going to get into the analysis (though it’s not setting world fire anf I’m

    thinking someone had a tough week at the “vacation house” (oddly offset every time it was mentioned) if they were short silver & gold) but the delivery really needs to be cleaned up. Main guy ok, but there is a lot of throat clearing and pause words. The bitcoin guy in incomprehensible and you play German audio jokes during the broadcast without explaining them, which is odd.

    Apple Podcasts
    3
    Petrovafossil
    United Statesa year ago
  • the “ehh” “um” “ehhms” are super distracting

    mainly one of the recurring guests

    Apple Podcasts
    1
    KTP413
    United States2 years ago
  • Brilliant and informative start to a Monday.

    Thank you sharing weekly.

    Apple Podcasts
    5
    PaulJ@
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There are complaints about audio quality and delivery style, suggesting improvements could enhance the overall experience.
Positive feedback emphasizes the hosts' ability to make complex financial discussions engaging and relatable.
Listeners appreciate the rich analysis of macroeconomic trends and geopolitical impacts on markets, finding it informative and actionable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Fed Cuts Coming or Crisis Brewing?
Q: Do you prefer direct companies like First Solar or picks and shovel plays such as Next Tracker?
Andreas expresses a preference for exposure across several parts of the solar supply chain, particularly US domestic companies, due to a stronger demand outlook.
Fed Cuts Coming or Crisis Brewing?
Q: What are your thoughts on Michael Howell's view that liquidity growth is actually slowing?
Andreas disagrees with Howell's approach, arguing that the global liquidity picture looks better than if assessed only through the lens of bond collateral and central bank liquidity.
Is China Winning the Trade War?
Q: What do you think about the Solar TAN, TAN ETF?
The domestic buildup of solar in the U.S. will be larger than anticipated, but it remains dependent on the Chinese supply chain.
The Printer Is Coming
Q: What does the liquidity picture mean right now?
Currently, it indicates a scarcity of dollars in the money market leading to potential stress in leveraged positions across asset classes.
The Printer Is Coming
Q: Can you guess who it is?
Nancy Pelosi, one of the best investors, outperformed almost every hedge fund in 2024.

Audience Metrics

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Frequently Asked Questions About Macro Mondays

What is Macro Mondays about and what kind of topics does it cover?

The content focuses extensively on macroeconomic trends and geopolitical events that influence global markets. Episodes commonly explore topics like central bank policies, international trade relationships, technological investments, and the evolving landscape of cryptocurrencies. Unique insights are provided into the implications of market volatility, liquidity challenges, and the intersection of politics with economic behaviors. The hosts combine analysis with a participative approach, often inviting listener engagement, thus providing actionable content that balances thorough investigation with entertaining delivery.

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How many listeners does Macro Mondays get?

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How many subscribers and views does Macro Mondays have?

To see how many followers or subscribers Macro Mondays has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Macro Mondays?

These podcasts share a similar audience with Macro Mondays:

1. The Macro Trading Floor
2. Forward Guidance
3. Macro Hive Conversations With Bilal Hafeez
4. The Market Huddle
5. Macro Voices

How many episodes of Macro Mondays are there?

Macro Mondays launched 2 years ago and published 115 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Macro Mondays?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Macro Mondays?

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What guests have appeared on Macro Mondays?

Recent guests on Macro Mondays include:

1. Raoul Pal
2. Andreas Steno
3. Bob Elliott
4. Max Eberhardt
5. Mark Mühlerup
6. Mads Eberhardt
7. Vincent Deluard
8. Danny Dayan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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