93 Episoder

  1. #12 - USD patriots vs. CNY patriots - Guest: Tony Nash

    Publisert: 27.8.2023

  2. #11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise

    Publisert: 20.8.2023

  3. #10 - A steeper curve to create a recession - Guest: Bob Elliot

    Publisert: 13.8.2023

  4. #9 - Coups, YCC and the big rotation trade

    Publisert: 6.8.2023

  5. #8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale

    Publisert: 30.7.2023

  6. #7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger

    Publisert: 28.7.2023

  7. #6 - Geopolitical risks are back - Guest: Claus Vistesen

    Publisert: 23.7.2023

  8. #5 - 4 reasons why the recession never arrived - Guest: Dario Perkins

    Publisert: 16.7.2023

  9. #3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro

    Publisert: 9.7.2023

  10. The weird resilience of the EUR - Guest: Jens Nordvig

    Publisert: 2.7.2023

  11. Housing rebounds - time to call off the recession? Guest: Warren Pies

    Publisert: 25.6.2023

  12. 3 reasons why EUR liquidity is a MUST watch over summer

    Publisert: 18.6.2023

  13. Welcome to Macro Sunday!

    Publisert: 17.6.2023

5 / 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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