Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

3 Good Tariff Trades for a Crazy Week!

29:31
 
Share
 

Manage episode 464788401 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets.
📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai.
Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April.
Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last
📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub.
With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward.
👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets.

01:46 - Macro Mondays: Global Markets and Trade Wars
3:15 - Deep Sea AI: From Major Breakthrough to Market Fizzle?
04:50 - Trade Wars: Tariffs on China, Mexico, and Canada
10:00 - Trump’s Tariff Strategy: Bluff or Real Economic Policy?
13:00 - Crypto Market Crash
15:00 - Possibility of US Capital Gains Tax and A Weaker Dollar?
18:40 - Macro Meets Micro - The Eurodollar
19:50 - European Growth Challenges: Can the EU Compete?
21:30 - High Conviction Themes: Gold, The Dollar, And Manufacturing Cycle
25:00 - How Tariffs Impact Inflation
Music license ID: WJ6TRPVHFD

  continue reading

103 episodes

Artwork

3 Good Tariff Trades for a Crazy Week!

Macro Mondays

44 subscribers

published

iconShare
 
Manage episode 464788401 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Andreas Steno Larsen, founder, and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news in markets.
📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai.
Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April.
Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last
📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub.
With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward.
👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets.

01:46 - Macro Mondays: Global Markets and Trade Wars
3:15 - Deep Sea AI: From Major Breakthrough to Market Fizzle?
04:50 - Trade Wars: Tariffs on China, Mexico, and Canada
10:00 - Trump’s Tariff Strategy: Bluff or Real Economic Policy?
13:00 - Crypto Market Crash
15:00 - Possibility of US Capital Gains Tax and A Weaker Dollar?
18:40 - Macro Meets Micro - The Eurodollar
19:50 - European Growth Challenges: Can the EU Compete?
21:30 - High Conviction Themes: Gold, The Dollar, And Manufacturing Cycle
25:00 - How Tariffs Impact Inflation
Music license ID: WJ6TRPVHFD

  continue reading

103 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play