Inflation Inbound? | Macro Mondays: May 4, 2026

About this episode

The episode discusses recent developments in global markets, focusing on inflation risks and the implications of AI investments.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble 02:02 - Real Vision Portfolio Update...

People in this episode

Hosts: Andreas Steno Larsen, Mikkel Rosenvold

Topics covered

• global markets
• inflation
• AI
• capex
• tech bubble
• Strait of Hormuz

Keywords

• inflation
• AI narrative
• Strait of Hormuz
• global markets
• tech bubble
• capex
• investing

Mentioned in this episode

Organizations: Real Vision

Places: Strait of Hormuz, global markets

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