Macro Monday: Why Reciprocal Tariffs are GOOD News ft. Andreas Steno & Mikkel Rosenvold
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
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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.
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Timestamps:
00:00 - Welcome to Macro Mondays
00:22 - Overview of Today’s Topics
01:03 - Upcoming Real Vision Shows & Guest Speakers
01:19 - The Best Haircuts in Politics? A Lighthearted Start
04:06 - Are Reciprocal Tariffs Actually Good for the Economy?
08:03 - Global Trade: Who Benefits from Lower Tariffs?
10:49 - Trump’s Ukraine Plan & Europe’s Role
12:20 - How Tariff Talks Are Impacting Markets
15:02 - The U.S. Deficit: Signs of Improvement?
18:03 - Gold Prices and Market Sentiment
20:44 - Are Gold Miners the Next Big Investment?
24:07 - Why the UK Economy Is Struggling
26:56 - Political Uncertainty & Trade Vulnerability in the UK
31:06 - Renewable Energy & Offshore Wind: Dead Industry?
33:00 - Rate Cuts & Liquidity: What to Expect in 2025
34:32 - Final Thoughts & Market Outlook
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