Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?

Macro Mondays

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المحتوى المقدم من Andreas Steno Larsen. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Andreas Steno Larsen أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The So What from BCG

1
Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

منذ 14 يومًا18:09

التشغيل لاحقا

قوائم

إعجاب

احب

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

منذ عام واحد 34:22

MP3•منزل الحلقة

🔥 Get Raoul Pal's FREE PDF report: https://rvtv.io/3YOZZUe. Andreas is back with Raoul Pal @RaoulPalTJM our special guest to break it all down live…
Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Real Vision co-founder and CEO Raoul Pal to break down the strength of the US dollar, inflation expectations, and the role of liquidity in driving growth.
Timestamps:
00:00 - Introduction:
01:32 - The Dollar Surge: What's Driving Currency Markets?
03:07 - Trump's Economic Strategy: Tariffs, Dollar Strength, and Negotiations"
05:20 - Monetary Policies in 2025: Echoes of 2016 and QE Predictions"
07:17 - Bitcoin and Markets: Parallels to 2017 and the Next Move
12:30 - UK Bond Market Troubles: A Canary in the Coal Mine?
15:43 - Inflation and Liquidity: Navigating the Economic Crossroads
20:40 - Retail Sales Boom: The Early Signs of Economic Revival
27:53 - Crypto’s Liquidity Role: How to Prepare for the Next Rally
33:07 - Closing Thoughts: Upcoming Events and Macro Strategies
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey.

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#Trading #Business #Andreas Steno Larsen

Macro Mondays

Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?

Macro Mondays

40 subscribers

published منذ عام واحد

MP3•منزل الحلقة

89 حلقات

#Trading #Business #Andreas Steno Larsen

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Macro Mondays

1
Have We Reached the Bottom in Equities? 32:32

منذ 12 hours32:32

32:32

Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, Steno Research's head of geopolitics and the fund's COO, to break down the latest global macro trends and news. They dive into the state of the stock market, how much tariffs could affect inflation, where the U.S. dollar is headed, and much more.…

Macro Mondays

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34:42

In the weekly macro update, Andreas Steno and Mikkel Rosenvold guide you through current macro events, including tariffs, Ukraine, liquidity and soft commodities. Hear why: - Peace in Ukraine might be imminent - Reciprocal tariffs are GOOD - Sugar might be the hottest commodity And much more!

Macro Mondays

1
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منذ 28 يومًا29:49

29:49

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. Timestamps: 00:00:08 – Introduction & Market Overview 00:00:30 – Trump’s Tariff Moves: Market Implications 00:01:49 – Global Leaders Navigating U.S. Trade Policies 00:02:58 – Real Vision Sneak Peek & Macro Analysis 00:04:04 – Kanye West’s Surprising Take on Liquidity 00:06:08 – Ethereum Sentiment at Rock Bottom? 00:07:44 – The Business Cycle Outlook for 2025 00:10:07 – Manufacturing Rebound: The Key Bullish Signal 00:11:19 – Global Equities: Who’s Winning in 2025? 00:13:11 – Commodities & Inflation Trends to Watch 00:15:26 – The Impact of Trump’s Deregulation on Financials 00:19:08 – Geopolitical Risks Are Fading—What That Means 00:20:12 – The Dollar’s Future: When Will It Weaken? 00:22:48 – Tariff Wars: How Europe Might Benefit 00:25:13 – CPI Predictions & Market Expectations 00:28:17 – Key Investment Opportunities & Final Thoughts…

Macro Mondays

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منذ 5 weeks29:31

29:31

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 in markets. 📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai. Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April. Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last 📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub. With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward. 👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets. 01:46 - Macro Mondays: Global Markets and Trade Wars 3:15 - Deep Sea AI: From Major Breakthrough to Market Fizzle? 04:50 - Trade Wars: Tariffs on China, Mexico, and Canada 10:00 - Trump’s Tariff Strategy: Bluff or Real Economic Policy? 13:00 - Crypto Market Crash 15:00 - Possibility of US Capital Gains Tax and A Weaker Dollar? 18:40 - Macro Meets Micro - The Eurodollar 19:50 - European Growth Challenges: Can the EU Compete? 21:30 - High Conviction Themes: Gold, The Dollar, And Manufacturing Cycle 25:00 - How Tariffs Impact Inflation Music license ID: WJ6TRPVHFD…

Macro Mondays

1
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منذ 6 weeks25:45

25:45

Apologies for the late update - we had some technical difficulties. Remember to check out RealVision.com for your options and extended coverage. Hosts: Mikkel Rosenvold and Andreas Steno

Macro Mondays

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Macro Mondays

1
Raoul Pal: What Happens If Trump's Dollar Playbook FAILS? 34:22

منذ 8 weeks34:22

34:22

🔥 Get Raoul Pal's FREE PDF report: https://rvtv.io/3YOZZUe . Andreas is back with Raoul Pal @RaoulPalTJM our special guest to break it all down live… Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Real Vision co-founder and CEO Raoul Pal to break down the strength of the US dollar, inflation expectations, and the role of liquidity in driving growth. Timestamps: 00:00 - Introduction: 01:32 - The Dollar Surge: What's Driving Currency Markets? 03:07 - Trump's Economic Strategy: Tariffs, Dollar Strength, and Negotiations" 05:20 - Monetary Policies in 2025: Echoes of 2016 and QE Predictions" 07:17 - Bitcoin and Markets: Parallels to 2017 and the Next Move 12:30 - UK Bond Market Troubles: A Canary in the Coal Mine? 15:43 - Inflation and Liquidity: Navigating the Economic Crossroads 20:40 - Retail Sales Boom: The Early Signs of Economic Revival 27:53 - Crypto’s Liquidity Role: How to Prepare for the Next Rally 33:07 - Closing Thoughts: Upcoming Events and Macro Strategies Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey.…

Macro Mondays

1
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منذ 9 weeks35:39

35:39

Bitcoin back over 100K! Andreas & Mikkel discuss tariffs, QE, and market strategies for 2025. 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 on the key market drivers of 2025, from Trump tariffs to the recent crypto surge plus 5 trades they see working in 2025. 👉 Don't forget to get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.…

Macro Mondays

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5 good trades for 2025 32:09

منذ 12 weeks32:09

32:09

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 discuss the latest inflation fears and the impact of China’s stimulus plan on global trade dynamics and equity flows in the new year.

Macro Mondays

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منذ 13 weeks28:41

28:41

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to explore the shifts in global markets as the civil war in Syria seems to come to an end. From why China’s “moderately loose” policy language suggests massive stimulus incoming to Fed rate cut hints and Europe's better-than-expected outlook, it’s a packed session of actionable insights. 👉 Don't forget to get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw…

Macro Mondays

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منذ 14 weeks34:10

34:10

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm's head of geopolitics, to break down the latest forces driving global markets on another live edition of Macro Mondays. This week, they discuss crypto's surge, shifting trends within the fixed income, and the outlook on China after Trump's threats of higher tariffs. Real Vision Black Friday Sale FINAL DAY: Up to 50% OFF https://rvtv.io/4eZ2PLr…

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منذ 15 weeks34:33

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Macro Mondays

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منذ 17 weeks30:53

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We assess the fallout from the Presidential election. How long will the Trump wave last and what's hiding behind it all in the macro world? Host: Andreas Steno & Mikkel Rosenvold Check out the episode on youtube to see the graphs & videos we look at: www.youtube.com/@RealVisionFinance/podcasts Remember to check out the links below. FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/…

Macro Mondays

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منذ 18 weeks41:51

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