Geopolitics Driving Markets Again | Macro Mondays

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 16 June 2025

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest twists in U.S.-China trade talks, they unpack how geopolitics is driving market volatility, shaping risk assets, and influencing macro positioning. 📣 *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 1️⃣ On October 1-2, 2025, crypto will converge in Singapore for TOKEN2049. Over 25,000 attendees, 500+ exhibitors, and 300 speakers will shape the future at the world’s largest crypto event. 2️⃣ TOKEN2049 Singapore will take over the entire iconic Marina Bay Sands, transforming it into a pop-up city for the global crypto ecosystem. Expect an exceptional speaker lineup, an electric expo, and a festival unlike anything you’ve experienced. 3️⃣ With 1,000+ side events all around TOKEN2049, Singapore will be the industry’s focal point from September 29 - October 5, capped off by the Formula 1 Grand Prix Weekend. 4️⃣ Secure your spot now at http://asia.token2049.com and get an exclusive 15% discount on top of the Super Early Bird rate with the promo code REALVISION — only while tickets last. 📣 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

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0:30.0	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.
0:39.3	On this show, we talk a lot about all the big stories. What's driving markets? What does the
0:43.4	data tell us? What are you people missing? And as you already know, crypto is playing a much
0:47.2	bigger role in macro. So it's becoming more and more important to really understand the stories
0:51.2	driving crypto. Why is Bitcoin going up? Why is Bitcoin going down? What are
0:55.3	the institutions doing? What are people missing? That's why Bitwise launched the weekly CIO memo,
1:00.2	a quick summary each week of what's really moving crypto markets. It's written by the CEO, Matt Hogan.
1:06.3	Matt's one of the best in business as bridging the worlds of traditional finance and crypto.
1:10.0	It's really a great read. It's clear, it's bold, and it's very thoughtful.
1:13.8	I highly recommend it to anyone who wants to the latest insights and hottest takes in the crypto world.
1:18.2	So head on over to bitwiseinvestments.com slash CIO memo.
1:21.7	That's bitwiseinvestments.com slash CIO memo and check it out for yourselves.
1:26.2	Always, of course, carefully consider the
1:28.0	extreme risks associated with crypto. So here we are, Token 2049. It really is one of the most
1:35.4	energetic, incredible events. Speakers from all around the world and visitors from every country
1:41.1	you can ever imagine, all trying to learn something together, something new,
1:45.6	this exciting world of crypto and technology.
1:48.9	It's where you go and make friends, lifelong friends, and what's so nice is to see people
1:53.4	with big smiles on their faces, happy to be here and happy to be together.
	...

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