The Rally Nobody Believes In | Macro Mondays: April 27, 2026
About this episode
The episode discusses the impact of geopolitical risks on global energy flows and the surprising resilience of equities amidst bearish sentiment.
Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold01:06 - Real Vision Pro Portfolio Tracker03:55 - Laughs of the Week: X Doom Posts & AI Slop07:57 - Festus Montana: Data Center…
People in this episode
Hosts: Andreas Steno Larsen, Mikkel Rosenvold
Topics covered
- global energy flows
- supply chains
- equities market
- bearish sentiment
- geopolitical risk
Keywords
- energy trade
- investor sentiment
- macro analysis
- geopolitical risk
- natural gas prices
Sponsors
Monarch, Plus500 US
Mentioned in this episode
Places: Strait of Hormuz
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