Aug 12

Strong Dollar Means Weak Dollar?

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research go live to unpack the latest in global macro. From Trump’s surprising “strong dollar” definition to the Alaska peace talks, they explore how geopolitics, tariffs, and dollar policy intersect with markets. Plus, a look ah ... Show More

32m 53s

Jul 10

Global Trade Rewired

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics to disucss Sweden's Inflation surprises, AI disrupting jobs, and the next phase of the trade war.

34m 5s

Jun 24

Iran Tensions Over?

NOTE: This episode was recorded and streamed on Monday, before the Iranian strikes on Qatar and the subsequent cease-fire. To watch the show live in the future, follow Macro Mondays on Youtube: https://www.youtube.com/watch?v=CvQWgrDu1KI&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&in ... Show More

27m 36s

Jan 2025

Imperfect but Improving: Is Commercial Real Estate Poised for a Comeback As Demand Trends Upward?

Richard Barkham, Global Chief Economist at CBRE joins the show to discuss what's next for the commercial real estate market in 2025 as demand trends upward. Hosted on Acast. See acast.com/privacy for more information.

13m 54s

Jul 2024

Cem Karsan on The Economy's Path Forward (2024)

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Cem Karsan, founder of Kai Volatility Advisors, joins Ash Bennington to share his long-term macro framework. Cem analyzes the potential societal and market implications of current monetary policy, highlighting key dates an ... Show More

58m 34s

Oct 2024

Rolls-Royce CEO Tufan Erginbilgic: Transforming an Iconic Brand, Pioneering Energy Transition, and Leading Strategic Initiatives

In this episode, Nicolai Tangen is joined by Tufan Erginbilgic, the CEO of Rolls-Royce, to discuss the transformation journey of this iconic company. With over 20 years at BP, where he led the downstream business to double underlying earnings and triple returns, Tufan brings a we ... Show More

43m 2s

Jun 25

Novartis CEO: Medical Innovation, Tech Partnerships, and European Competitiveness

Can AI help us find cures for diseases we've never been able to treat? Nicolai Tangen speaks with Vasant 'Vas' Narasimhan, CEO of Novartis, about pioneering pharmaceutical innovation. They explore breakthrough cell and gene therapies, AI partnerships with leading tech companies, ... Show More

46m 34s

Jul 2024

Does Salesforce need a rebrand?

James Carbary (founder of Sweet Fish Media) sits down with John Morris(Vice President of Brand & Demand Marketing at TTSG), Sara Pion(Head of Web Experience at Dandy), and Nathan Burke(CMO at Nagomi Security) to discuss how Salesforce could better excite the market with a more co ... Show More

18m 13s

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

Mar 2025

WPC 2025: Dow CEO Fitterling and S&P Global's Eramo on the state of the industry

Dow CEO Jim Fitterling and S&P Global Commodity Insights co-president Mark Eramo chat with Chemical Week editor Rob Westervelt at 2025's World Petrochemical Conference. Topics include the market outlook, the role of energy transition in an era of geopolitical tension, and a glimp ... Show More

27m 39s

Feb 2025

Can Rivian avoid the EV speed bumps? with founder and CEO RJ Scaringe

As demand declines for EVs, and Tesla’s Elon Musk wields power in the new Trump administration, electric automaker Rivian is taking this time to adapt its business and expand its brand. Rivian’s founder and CEO RJ Scaringe joins Rapid Response to share how the company is moving b ... Show More

31m 33s

Jun 5

Talking Heads – Which long-term themes are set to drive global equity markets?

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.For ... Show More

7m 25s

Oct 2024

Has the market positioned towards a Trump presidency?

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year. Read daily in-depth market updates from the Saxo Marke ... Show More

27m 15s

What Could Reverse This Market Meltdown?