Macro Mondays
by Andreas Steno Larsen and Mikkel Rosenvold
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Recent episodes
How Much Longer Can This Cycle Run?
Oct 5, 2026
31m 06s
Is the yield curve inverted?
Sep 29, 2026
27m 17s
Are Markets About to Take Off Again? | September 21, 2026
Sep 21, 2026
25m 50s
Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026
Sep 14, 2026
30m 55s
Is Risk-On Too Risky? | August 31, 2026
Aug 31, 2026
29m 07s
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By chart position
- 🇩🇰DK · Investing#36.6K to 81K
- 🇳🇱Netherlands · Investing#192.0K to 24K
- 🇲🇽Mexico · Investing#59876 to 11K
- 🇬🇧United Kingdom · Investing#100650 to 8.0K
- 🇳🇬NG · Investing#29437 to 5.4K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
11K to 140K🎙 ~2x weekly·151 episodes·Last published 2w ago - Monthly Reach
Unique listeners across all episodes (30 days)
23K to 280K🇺🇸71%🇩🇰16%🇳🇱5%+4 more - Active Followers
Loyal subscribers who consistently listen
13K to 154K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/5/26 | How Much Longer Can This Cycle Run? | 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 Europe, where surging French bond yields, political uncertainty, and renewed concerns over the country’s finances are putting pressure on French assets. Is the turmoil a genuine warning for investors — or exactly the kind of dislocation you should be buying? Plus, Andreas and ... | 31m 06s | ||||||
| 9/29/26 | Is the yield curve inverted? | 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 summit. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.... | 27m 17s | ||||||
| 9/21/26 | Are Markets About to Take Off Again? | September 21, 2026 | 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 place for another leg higher? They also unpack the new U.S.–Denmark–Greenland agreement and what it means for the shifting geopolitical picture in the Arctic, before diving into the recent crypto rally to see whether it really has legs. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://... | 25m 50s | ||||||
| 9/14/26 | Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026 | 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 what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, and liquidity, only on Real Vision! 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Monday... | 30m 55s | ||||||
| 8/31/26 | geopolitical riskmarket analysis+4 | — | — | Jackson HoleLarka Island | risk-onhawkish message+6 | — | 29m 07s | ||
| 8/24/26 | stock market rallybullish macro setup+5 | — | AnthropicOpenAI | — | stock marketbullish+6 | — | 31m 10s | ||
| 8/17/26 | inflationFederal Reserve+3 | — | Real Vision | — | inflation risksFederal Reserve+4 | — | 30m 33s | ||
| 8/10/26 | economybusiness cycle+3 | — | Real Vision | — | economyinflation+3 | — | 26m 08s | ||
| 8/3/26 | currency interventionmarket reaction+4 | — | Leopold Aschenbrenner | U.S.Japan | yencurrency+5 | — | 26m 29s | ||
| 7/19/26 | AI investmentChina+4 | — | Kimi AIChatGPT+1 | ChinaU.S.+1 | Kimi AIAI race+5 | — | 30m 29s | ||
| 7/13/26 | Iran WarMiddle East escalation+3 | — | REALVISION | IranMiddle East+2 | Iran WarMiddle East+3 | MonarchREALVISION | 31m 45s | ||
| 7/6/26 | central banksinflation+4 | — | FIFA | Korea | central banksinflation+4 | — | 31m 13s | ||
| 6/29/26 | U.S. dollar positioningU.S.–Iran ceasefire+4 | — | — | U.S.Iran | U.S. dollarIran ceasefire+4 | MonarchREALVISION | 30m 34s | ||
| 6/22/26 | oil marketsenergy flows+3 | — | — | Strait of Hormuz | oilenergy flows+3 | — | 23m 31s | ||
| 6/15/26 | Iran-US Dealmarket volatility+4 | — | — | IranU.S.+1 | IranU.S.+5 | — | 25m 00s | ||
| 6/8/26 | market reactionjobs report+4 | — | — | Middle East | market selloffjobs report+5 | — | 29m 19s | ||
| 6/1/26 | macro themestrading+3 | — | Real Vision | Iran | macro themestrading strategies+3 | MonarchREALVISION | 29m 55s | ||
| 5/25/26 | market reactionoil+5 | — | — | IranStrait of Hormuz | IranStrait of Hormuz+5 | — | 29m 21s | ||
| 5/18/26 | inflationbond yields+3 | — | Real Vision | — | inflationbond yields+5 | — | 31m 01s | ||
| 5/11/26 | macro environmentHanta virus+4 | — | — | IranUkraine | macro environmentHanta virus+7 | — | 30m 33s | ||
| 5/4/26 | global marketsinflation+4 | — | Real Vision | Strait of Hormuzglobal markets | inflationAI narrative+5 | — | 28m 39s | ||
| 4/27/26 | global energy flowssupply chains+3 | — | — | Strait of Hormuzglobal | Strait of Hormuzglobal energy+3 | — | 28m 49s | ||
| 4/20/26 | geopoliticsoil markets+3 | — | jet fuel | U.S.Iran | oilmarkets+3 | Real VisionFREE ACCESS | 28m 08s | ||
| 4/13/26 | geopoliticsinflation+3 | — | — | IranU.S.+2 | inflationoil spike+3 | — | 30m 36s | ||
| 4/6/26 | oil marketsinflation+3 | — | Real Vision | U.S.Iran | marketsresilience+5 | — | 30m 38s | ||
| 3/30/26 | macro analysismarket risks+3 | — | Steno Research | IranChina | macroIran+8 | — | 30m 09s | ||
| 3/23/26 | macro economicsgeopolitics+4 | — | Steno Research | Straight of Hormuz | macrogeopolitics+5 | — | 30m 46s | ||
| 3/16/26 | Iran riskoil supply disruptions+4 | — | Steno Research | IranU.S.-China | Iranoil supply+4 | — | 29m 55s | ||
| 3/9/26 | oil pricesIran war+3 | — | Steno Research | Iran | oil pricesIran war+3 | — | 31m 50s | ||
| 3/2/26 | marketsIran conflict+3 | — | — | IranU.S.+1 | IranU.S.+5 | — | 36m 56s | ||
| 2/23/26 | marketstariffs+4 | — | — | U.S.Iran | Trump tariffsU.S. economic data+3 | — | 27m 51s | ||
Showing 31 of 151
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Chart history for Macro Mondays
Peaked at #3 in Denmark, top 10 in 2 of 18 tracked markets, currently #3 in Denmark.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| Denmark | — | #3 | #3 | — |
| Denmark | — | #10 | #10 | — |
| Netherlands | — | #19 | #19 | — |
| NG | — | #29 | #29 | — |
| Netherlands | — | #56 | #56 | — |
| Mexico | — | #59 | #59 | — |
| CH | — | #79 | #79 | — |
| Spain | — | #83 | #83 | — |
| PE | — | #94 | #94 | — |
| United Kingdom | — | #100 | #100 | — |
| HK | — | #144 | #144 | — |
| France | — | #148 | #148 | — |
| NG | — | #153 | #153 | — |
| India | — | #166 | #166 | — |
| Finland | — | #167 | #167 | — |
| RO | — | #181 | #181 | — |
| VN | — | #183 | #183 | — |
| Canada | — | #191 | #191 | — |
Chart Positions
18 placements across 15 markets.
Chart Positions
18 placements across 15 markets.