Rephonic
Artwork for Macro Mondays
Inflation
China
Federal Reserve
Bitcoin
Donald Trump
Gold
Liquidity
Tariffs
Ukraine
Iran
Cryptocurrency
US Economy
Oil
Geopolitical Tensions
Trump Administration
Artificial Intelligence
United States
Oil Prices
Interest Rates
US Dollar

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

PublishesWeeklyEpisodes159Founded3 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Macro Mondays

Latest Episodes

Our Trading League is still open! To learn more and get your chance to win up to $100,000 in prizes, visit realvision.com/your-future

Mikkel Rosenvold, head of geopolitics at Steno Research, is flying solo on this week's Macro Mondays to discuss the... more

YouTube

With the U.S. midterm elections just one day away, Andreas Steno and Mikkel Rosenvold are back to break down the forces shaping markets as November gets underway. They examine the battle for control of Congress and what the outcome could mean for mar... more

ndreas Steno and Mikkel Rosenvold are back to challenge one of the biggest narratives in markets: that the AI boom is simply another dot-com bubble waiting to burst. They break down why today's AI investment cycle may be fundamentally different from ... more

YouTube

Andreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy prices and input costs rising, is another inflation shock on the horizon, a... more

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Macro Trading Floor
The Macro Trading FloorAlfonso Peccatiello & Brent Donnelly
Steno & Rosenvold
Steno & RosenvoldSteno & Rosenvold
Store Penge
Store PengeEkstra Bladet

Recent Guests

Andreas Steno
Founder/Head of Steno Research; former Global Chief Strategist, Nordea Bank
Steno Research
Episode: 3 Banger Trades For June | Macro Mondays: June 1, 2026
Raoul Pal
Founder of Real Vision and GMI
Real Vision
Episode: Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?
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
Freya Beamish
Chief Economist of TS Lombard, avid follower of Japanese and Chinese trends
TS Lombard
Episode: Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
Marvin Barth
Independent macro researcher and the founder of Thematic Markets.
Thematic Markets
Episode: Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
Vincent Deluard
Chief strategist within the macro commodity space
Stonex Group
Episode: Macro Sunday #46 - Inflation in developed markets but not in emerging markets?

Hosts

Andreas Steno
Former Global Chief Strategist of Nordea Bank and founder of Steno Research
Mikkel Rosenvold
Recurring co-host and research analyst

Reviews

4.3 out of 5 stars from 315 ratings
  • Pretty meh

    I’ve tried to listen to these guys for a few years and understand the European perspective on macro. But it’s pretty meh. The “hot” takes a lukewarm at best and there’s a lot of bragging about how well their portfolios are doing and why we should subscribe. They’re both surprisingly politically conservative and put on rose colored glasses for any analysis of Republican politics. Other macro podcasts I listen to are way more rational and apolitical, and look for opportunities in the political cha... more

    Apple Podcasts
    2
    Xad
    United States10 months ago
  • 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
    Norwaya year ago
  • Aeeeeeh, aeeeh, aeeeh

    Aeeeeeh, aeeeh, aeeeh

    Apple Podcasts
    3
    denkmaldruebernach
    Germany2 years 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 States2 years ago
  • the “ehh” “um” “ehhms” are super distracting

    mainly one of the recurring guests

    Apple Podcasts
    1
    KTP413
    United States3 years ago

Listeners Say

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

The informal delivery works for some, while others find audio choices and unexplained jokes distracting.
Several listeners criticize distracting pauses, throat clearing and weak microphone quality.
Political commentary strikes some listeners as conservative and insufficiently even-handed.
Listeners appreciate the detailed market analysis and describe the weekly discussions as informative.
Some reviewers find the market takes underwhelming and object to promotional segments and portfolio bragging.

Chart Rankings

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

Apple Podcasts
#245
United Kingdom/Business/Investing
Apple Podcasts
#117
Italy/Business/Investing
Apple Podcasts
#120
France/Business/Investing
Apple Podcasts
#29
Denmark/Business/Investing
Apple Podcasts
#63
Indonesia/Business/Investing
Apple Podcasts
#72
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

Why AI Is NOT the Next Dot-Com Bubble
Q: Will compute bottlenecks hamper the growth of Anthropic and OpenAI because of a lack of supply?
Steno says compute shortages are a real constraint, particularly for Anthropic, which he believes is running out of capacity. He notes that Anthropic's reported revenue grew much faster than compute costs, suggesting it has managed to pass costs on to customers, but the shortage may be slowing enterprise momentum.
Why AI Is NOT the Next Dot-Com Bubble
Q: Is it fair to say investors are demanding returns from the AI buildout now, rather than in three or four years, and how can that cycle be broken?
Andreas Steno says rising bond yields naturally increase pressure for near-term earnings quality and make investors less patient with projects whose returns are years away. AI companies must convince capital markets with specific evidence of returns on existing investment.
Are AI Stocks in Danger?
Q: Do you expect continued weakness in job numbers?
Andreas explains that the job numbers are likely to show weakness but believes this is partially overstated given the current labor dynamics.
Are AI Stocks in Danger?
Q: How did you read this selloff?
Andreas suggests that the selloff is not directly related to the Federal Reserve's dovish stance and attributes it to underlying fears about the AI tech sector and private credit risks.
All Eyes on Rate Cuts?
Q: If we get a hawkish cut from Powell on Wednesday, will markets look through it with the likelihood of Kevin Hassett as Fed Chair and plenty of rate cuts in 2026?
The Fed chair is just one voice among many on the committee, and even if Hassett supports cuts, consensus is needed for decisions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Macro Mondays

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

Weekly conversations about global macroeconomics, financial markets and geopolitics, with a practical focus on how current events may affect trading and investment decisions. Regular hosts Andreas Steno and Mikkel Rosenvold connect inflation, interest rates, currencies, energy and market positioning with political developments and technology themes, especially artificial intelligence and semiconductors. The format is a fast-moving discussion between the hosts, usually without formal guests, combining data and market commentary with forecasts, trade ideas and informal banter. Steno brings a macro-strategy perspective shaped by his work at Steno Research and experience at Nordea Bank, while Rosenvold contributes as a recurring co-host affilia... more

Where can I find podcast stats for Macro Mondays?

Rephonic provides a wide range of podcast stats for Macro Mondays. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Macro Mondays and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Macro Mondays get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Macro Mondays, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Macro Mondays?

Rephonic provides comprehensive predictive audience data for Macro Mondays, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. Steno & Rosenvold
3. Forward Guidance
4. Store Penge
5. Macro Hive Conversations With Bilal Hafeez

How many episodes of Macro Mondays are there?

Macro Mondays launched 3 years ago and published 159 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?

Rephonic pulls ratings and reviews for Macro Mondays from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Macro Mondays?

Rephonic provides full transcripts for episodes of Macro Mondays. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Macro Mondays?

Recent guests on Macro Mondays include:

1. Andreas Steno
2. Raoul Pal
3. Bob Elliott
4. Max Eberhardt
5. Mark Mühlerup
6. Mads Eberhardt
7. Freya Beamish
8. Marvin Barth

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days