About this episode

Andreas Steno and Mikkel Rosenvold discuss the latest escalation in the Middle East, Korean chip exports, and trends in the U.S.-China rivalry.

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry. Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending. Use code REALVISION at Monarch.com to get your first year half off at just $50. ...

Sponsors

Monarch

More episodes of Macro Mondays

• China Just Shocked The AI Race | Macro Mondays: July 20, 2026 · July 19, 2026 · 30 min
• The Fed's Mistake | Macro Mondays: July 6, 2026 · July 6, 2026 · 31 min
• Is Everyone Wrong About the Dollar? | Macro Mondays: June 26, 2026 · June 29, 2026 · 31 min
• Is Oil Still Flowing? | Macro Mondays: Monday, June 22, 2026 · June 22, 2026 · 24 min
• Is The Iran-US Deal Actually Done?! with Andreas Steno | Macro Mondays · June 15, 2026 · 25 min

Explore listener stats, chart rankings, contacts and more on the Macro Mondays podcast page.