Risk Isn’t Gone | Macro Mondays: March 30, 2026

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1. 

   4 May 2026 · 29 min

   Inflation Inbound? | Macro Mondays: May 4, 2026

   Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble 02:02 - Real Vision Portfolio Update...

2. 

   27 Apr 2026 · 29 min

   The Rally Nobody Believes In | Macro Mondays: April 27, 2026

   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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Real Vision Pro Portfo...

3. 

   20 Apr 2026 · 28 min

   War, Oil & Liquidity - What’s Driving Markets Now! | Macro Monday: April 20, 2026

   As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold 01:06 - Is the War Back On? Jet Fuel Shortages and What’s Holding Markets Up 01:55 - Psychedelics Stocks Surge After Tr...

4. 

   13 Apr 2026 · 31 min

   Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

   Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance ...

5. 

   6 Apr 2026 · 31 min

   Why Markets Are Resilient? | Macro Mondays: April 6, 2026

   As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, central bank policy, and risk assets. ** We apologize for the less-than-optimal audio, Andreas was traveling and will be back in his normal setup next week ** 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: YouTube: youtube.com/@RealVisionFinance Twit...

6. 

   23 Mar 2026 · 31 min

   The Real Risk Goes Beyond War | Macro Mondays: March 23, 2026

   Steno Research founder and CEO Andreas Steno is back with his co-host, Steno Research’s head of geopolitics, Mikkel Rosenvold, to break down the latest global drivers in macro. In this episode, with bond yields already rising and central banks under pressure, Andreas and Mikkel assess whether global markets are underpricing the inflation and energy shocks caused by the closure of the Straight of Hormuz. 🔥 And don't forget to check out The Arena, our new trade idea league. Get in on the ...

7. 

   16 Mar 2026 · 30 min

   Markets Confront Iran Risk and Fed Policy | Macro Mondays: March 16, 2026

   Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they dissect the state of U.S.-China relations and preview a pivotal week for central banks around the world. 🔥 And don't forget to check out The Arena, our new trade idea league. Get in on the action, and you could be eligible for prizes totaling $25,000. To learn more and join, visit realv...

8. 

   9 Mar 2026 · 32 min

   How High Will Oil Prices Go? | Macro Mondays: March 9, 2026

   Steno Research founder Andreas Steno is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news from the Iran war, the surging oil prices and their impact on the wider markets and global economy, U.S. labor data, and other market-moving headlines. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.i...

9. 

   2 Mar 2026 · 37 min

   Markets React to War in Iran | Macro Mondays: March 2, 2026

   Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, to break down how the U.S. and Israel's escalating military action against Iran is impacting markets — from oil to equities and the broader macro regime. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/202310...

10. 

    23 Feb 2026 · 28 min

    Do Markets Care About Trump’s Tariffs? | Macro Mondays: February 23, 2026

    Andreas Steno Larsen is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets, from escalating U.S.-Iran tensions to President Trump’s global tariff agenda. They also dive into the latest U.S. economic data, shifting rate expectations, and what the gold-to-bitcoin ratio is signaling. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 htt...