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 trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context) Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchEach 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.
Recent episodes include "Why AI Is NOT the Next Dot-Com Bubble" (26 October 2026, 28 minutes), "Is Inflation About to Derail the Rally?" (19 October 2026, 24 minutes), and "How Much Longer Can This Cycle Run?" (5 October 2026, 31 minutes).
Macro Mondays publishes roughly weekly, with episodes averaging 28 minutes.
Booking probability for Macro Mondays is 35%, and the host is rated Selective on guests. Macro Mondays requires a Pod Score of 80 or higher. Macro Mondays's contact route on record: verified email.
The strongest fits for Macro Mondays are Investing & Wealth Management and Investment Banking & Trading. Macro Mondays has a business audience.
Macro Mondays is a business podcast.
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Macro Mondays
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...
Macro Mondays
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...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to...
Macro Mondays
Apologies for the late upload! We cover the inversion of the yield curve and what that tells us about the business cycle and the outlook for equities. We also discuss the impasse in US-Iran negotiations and the US-China...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back for another episode of Macro Mondays, boiling down the latest topics, from why the Fed may still be overreading inflation risks to why Donald Trump ordered a pullback on...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on...
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about...
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be falling faster than...
Macro Mondays
Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a...
Macro Mondays
Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz...
Macro Mondays
<p>Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of...
Macro Mondays
<p>Andreas Steno is back to break down recent market volatility, unpacking all the key drivers, from global liquidity dynamics to the evolving peace deal between the U.S. and Iran, which has seemingly opened the Strait...
Macro Mondays
<p>Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor...
Macro Mondays
<p>Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next...
Macro Mondays
<p>Real Vision’s Mikkel Rosenvold and Andreas Steno Larsen break down the latest market reaction to reports of a possible Strait of Hormuz deal, what it could mean for oil and inflation, and why the next phase of the...
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