Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the volatile market environment, the impact of the incoming Trump tariffs, and why it's time to worry about China and Europe.
Apr 2025
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More
9m 2s
Apr 2025
Tech Stocks Sell Off Amid Tariff Backlash
Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More
43m 2s
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