Is Risk-On Too Risky? | August 31, 2026

About this episode

The episode discusses Kevin Warsh's hawkish message at Jackson Hole and the implications of renewed geopolitical risks in the Middle East on market conditions.

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case? 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with An...

People in this episode

Hosts: Andreas Steno, Mikkel Rosenvold

Topics covered

• geopolitical risk
• market analysis
• investor sentiment
• Jackson Hole
• Middle East conflict
• bull market

Keywords

• risk-on
• hawkish message
• markets
• geopolitical risk
• investors
• bull case
• Jackson Hole
• Middle East

Mentioned in this episode

Places: Jackson Hole, Larka Island

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