3 Banger Trades For June | Macro Mondays June 1, 2026

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 1 June 2026

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. 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. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 01:06 - Macro Mondays: Iran Talks, ISM Strength, and June Trade Ideas 02:30 - State of the Union Preview: Why Macro Still Drives Everything04:34 - Strong ISM Print and Why US Manufacturing Keeps Accelerating06:00 - Iran Talks Break Down Again: How Fragile Is the Ceasefire?07:30 - Why Markets Are Still Taking the Iran Headlines in Stride10:16 - How Long Can the Global Economy Handle a Closed Hormuz?12:34 - June Outlook: Thematics, Trade Setups, and What Still Works13:20 - Industrial Robotics, Real-World AI, and the Next Training Bottleneck16:54 - Liquidity in June: Treasury Cash Drawdown and Easier Leverage20:19 - Why Bitcoin Is the Only Risk Asset Not Joining the Rally22:53 - Three Trades for June: Security Software, Server Makers, and Drones27:19 - Claude, ServiceNow, and the New AI-Driven Momentum Trade Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	It's heating up here in NYC, which means summer is almost upon us. It also means it's nearly time for my summer vacation.
0:07.0	And this year, I don't have to stress about my finances because I know they are better organized and I can enjoy myself without worry.
0:15.0	Monarch is the personal finance app that tracks everything. Accounts, investments, saving goals, and spending.
0:21.1	Get your first year of Monarch Core for just half off, just $50 with promo code Real Vision.
0:26.6	Indeed, without Monarch, I don't think my upcoming vacation would be stress-free,
0:31.6	because now I know and I can see my finances all in one place.
0:36.6	Not only that, with their unique features, I know my portfolio is outpacing the S&P 500.
0:42.6	But my favorite thing about the Monarch app is their AI insights, which help me understand,
0:48.0	am I spending more or is it just inflation?
0:51.0	Use code real vision at monarch.com to get your first year of Monarch core half off at just
0:56.1	$50. That's 50% off your first year at monarch.com with code real vision. New week.
1:07.7	Big moves. You ready?
1:11.6	Andreas on the data, Mickle on the floor,
1:15.6	turn the headline into trade you can know.
1:19.6	From yields to inflation, every chart, every trend,
1:24.6	get the story, get the setup from the open to the end
1:29.3	They try to be as actionable and as honest that's possible but keep in mind that their predictions might be
1:36.3	Sometimes maybe good sometimes maybe good sometimes maybe shit
1:42.3	She she she she she she she she she she she she she she she she she she she she she she she she she she she she she she some time is maybe good Sometimes maybe shit. Some time it's maybe shit. Shit. Shit. Shit.
1:45.0	Shit.
1:46.0	Some time is maybe good.
1:47.0	Some time is maybe shit.
	...

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