The Big Dollar Reset Amidst Tariff U-Turns | Macro Monday ft. Andreas Steno & Mikkel Rosenvold

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 14 April 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Steno Research CEO and Asgard-Steno Global Macro CIO Andreas Steno Larsen is back with the fund's COO and head of geopolitics at Steno Research, Mikkel Rosenvold, to break down the latest news and forces driving global markets, including the tariff flip-flopping, U.S. dollar weakness, economic uncertainty, and more. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 🔥 Arch Public: It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. Try it for free: https://realvision.com/arch 📣 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. Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hey guys, before starting this show, I just want to take a minute to talk about our good friends over at BidWise, the $10 billion global crypto asset manager.
0:09.3	On this show, we talk a lot about all the big stories.
0:11.8	What's driving markets?
0:13.0	What does the data tell us?
0:14.1	What are you people missing?
0:15.1	And as you already know, crypto is playing a much bigger role in macro.
0:18.3	So it's becoming more and more important to really understand the stories driving crypto. Why is Bitcoin going up? Why is Bitcoin going down? What are the institutions
0:25.9	doing? What are people missing? That's why Bitwise launched the weekly CIO memo, a quick summary
0:30.8	each week of what's really moving crypto markets. It's written by the CEO, Matt Hogan. Matt's
0:36.4	is one of the best in business as bridging the worlds of traditional finance and crypto. It's really a great read. It's written by the CEO, Matt Hogan. Matt's one of the best in business as bridging the worlds of traditional finance and crypto.
0:40.0	It's really a great read.
0:41.1	It's clear, it's bold, and it's very thoughtful.
0:43.8	I highly recommend it to anyone who wants to the latest insights and hottest techs in the crypto world.
0:48.2	So head on over to bitwiseinvestments.com slash CIO memo.
0:51.7	That's bitwiseinvestments.com slash CIO memo and check it out for yourselves.
0:56.2	Always, of course, carefully consider the extreme risks associated with crypto.
1:01.1	Hi everyone. Unrald pal, the CEO and co-founder of Real Vision. Here at Real Vision, we're committed
1:06.1	to give you the best knowledge, tools and network to help you succeed in your financial future.
1:11.9	If you're enjoying this podcast, please take a moment to give it a five-star racing.
1:15.8	It truly helps us continue to bring top-tier content.
1:19.1	Thank you so much.
1:44.0	Hello out there. Welcome to another edition of Macro Mondays. We're recording to you live here from Copenhagen. After yet another action pack week and weekend address, no rest for the wicket. How are you this afternoon? Well, all good. I think it was a
	...

Transcript will be available on the free plan in 18 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.