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Artwork for Macro Mondays
Inflation
Federal Reserve
ARK Invest
Gold
China
Technology Stocks
Red Sea
Cryptocurrency
Artificial Intelligence
Rolling Recession
Steno Research
Incrementum
Central Banks
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 is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they dissect the state of U.S.-China relations and previe... more

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Steno Research founder Andreas Steno is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news from the Iran war, the surging oil prices and their impact on the wider markets and global economy,... more

Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, to break down how the U.S. and Israel's escalating military action against Iran is impacting markets — from oil to equities and the broader macro regime.

🔥 Get... more

Andreas Steno Larsen is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets, from escalating U.S.-Iran tensions to President Trump’s global tariff agenda. They also dive into the latest U.S. economic data, shifting rat... more

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Recent Guests

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
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?
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 an influential commentator on global macroeconomic trends, focusing on market movements and investment strategies.
Andreas Steno
Co-host and macroeconomic expert involved in discussions around geopolitical impacts and market insights, bringing a wealth of experience from Steno Research.

Reviews

4.4 out of 5 stars from 298 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 States2 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
    Norway7 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 States2 years ago
  • the “ehh” “um” “ehhms” are super distracting

    mainly one of the recurring guests

    Apple Podcasts
    1
    KTP413
    United States2 years ago

Listeners Say

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

Listeners appreciate the depth of analysis and actionable insights provided, often finding the discussions both entertaining and informative.
Some reviews suggest that audio quality could use improvement, indicating that technical aspects might detract from the listening experience.
Overall, listeners value the hosts' diverse perspectives and are engaged by the contemporary relevance of the topics discussed.

Chart Rankings

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

Apple Podcasts
#85
Italy/Business/Investing
Apple Podcasts
#182
Australia/Business/Investing
Apple Podcasts
#248
Italy/Business
Apple Podcasts
#9
Denmark/Business/Investing
Apple Podcasts
#37
Denmark/Business
Apple Podcasts
#61
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

Audience Metrics

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

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Frequently Asked Questions About Macro Mondays

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

This podcast offers a thorough exploration of macroeconomics and geopolitical events, leveraging insights shared by experienced professionals in the field. Focused on actionable content, discussions frequently encompass topics such as central bank policies, trade negotiations, and significant macroeconomic shifts, emphasizing their potential impacts on global markets. The hosts maintain a lighthearted yet serious tone, often providing entertaining commentary alongside in-depth analyses, making the content accessible for both industry professionals and casual listeners. Episodes heavily feature timely themes, from investment strategies in times of volatility to the influence of political dynamics on financial markets, presenting a comprehens... more

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Which podcasts are similar to Macro Mondays?

These podcasts share a similar audience with Macro Mondays:

1. Odd Lots
2. Capital Allocators – Inside the Institutional Investment Industry
3. Forward Guidance
4. Macro Hive Conversations With Bilal Hafeez
5. Genstart

How many episodes of Macro Mondays are there?

Macro Mondays launched 3 years ago and published 128 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Macro Mondays?

Recent guests on Macro Mondays include:

1. Andreas Steno
2. Bob Elliott
3. Max Eberhardt
4. Mark Mühlerup
5. Mads Eberhardt
6. Marvin Barth
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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