Steno Research partner and head of geopolitics, as well as COO of Asgard-Steno Global Macro, Mikkel Rosenvold is here to break down the many geopolitical events that are affecting investor sentiment right now and how to trade them, including tariffs, Ukraine, Turkey, and more.
Today
Will the Fed Cut in December?
<p>Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets after another tough week for markets.</p><p>🔥 *<em>You don&a ... Show More
26m 57s
Jul 2025
"Putin's Playing Poker" - Chris Cappy REVEALS Why Putin WON’T Fold In Ukraine
Chris Cappy analyzes the stalled peace efforts between Russia and Ukraine, Trump’s shifting stance, and how battlefield momentum favors Russia. He breaks down sanctions, tariffs, and China’s covert role, warning the war could expand into a broader global confrontation if pressure ... Show More
7m 37s
May 2025
Macro Freestyle: Trade wars, currencies and central banks
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also ident ... Show More
19m 58s
Jul 2025
Macro Freestyle: What to watch as we enter H2
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ... Show More
22m 3s
Jul 2025
Kyiv reprieve: Trump loses patience with Putin
<p>For months, Donald Trump has appeared to back Vladimir Putin. Now, frustrated at the lack of a ceasefire and fed up with Russia, the <a href="https://www.economist.com/europe/2025/07/14/fed-up-with-putin-trump-offers-ukraine-arms-and-tariffs?utm_campaign=a.io&utm_medium=audio. ... Show More
23 m
Apr 2025
Deep Dive: Why Trump is Waging an All-Out Trade War Against China
<p>The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend's deep dive, we break down what triggered the escalation, how China’s WTO entry set this all ... Show More
14m 28s
May 2024
Global Outlook Q2 2024 Podcast - Decision Time
<p>Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in sev ... Show More
28m 1s
Feb 2025
US, Russia to Meet on Ukraine; Markets Cautious Amid Global Trade Tensions
On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus ... Show More
17m 12s
Aug 2024
Jake Sullivan visits China and Russia launches more air attacks on Ukraine
As US national security advisor Jake Sullivan starts his three-day trip to China, we discuss what to expect from crucial talks between the two countries on issues including Taiwan, trade and the South China Sea. Plus: Ukrainian member of parliament, Kira Rudik, joins Andrew Muell ... Show More
32m 13s