93 Episoder

  1. Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott

    Publisert: 14.1.2024

  2. Macro Sunday #31 - Spiking freight rates bringing back inflation?

    Publisert: 7.1.2024

  3. #30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

    Publisert: 31.12.2023

  4. #29 - Inflation Volatility is back! Guest: Claus Vistesen

    Publisert: 24.12.2023

  5. #28 - Powell invites for a risk asset party. Guest: Raoul Pal

    Publisert: 17.12.2023

  6. #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

    Publisert: 9.12.2023

  7. #26 - Are central banks asleep at the wheel? Guest: Cathie Wood

    Publisert: 3.12.2023

  8. #25 - Why is offshore wind not performing? Guest: Suriya Jayanti

    Publisert: 26.11.2023

  9. #24 - The End of US Outperformance? - Guest: Mike Green

    Publisert: 19.11.2023

  10. #23 - Are central banks insolvent? Guest: Dario Perkins

    Publisert: 12.11.2023

  11. #22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

    Publisert: 5.11.2023

  12. #21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds

    Publisert: 29.10.2023

  13. #20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

    Publisert: 22.10.2023

  14. #19 - Energy Stocks are the New Bonds

    Publisert: 15.10.2023

  15. #18 - Higher energy prices triggering a recession?

    Publisert: 8.10.2023

  16. #17 - The Nuclear Option

    Publisert: 1.10.2023

  17. #16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald

    Publisert: 24.9.2023

  18. #15 - Was that a pause from Lagarde?

    Publisert: 17.9.2023

  19. #14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank

    Publisert: 10.9.2023

  20. #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    Publisert: 2.9.2023

4 / 5

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 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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