Is Macro Regime Shift Underway? ft. Andreas Steno & Mikkel Rosenvold

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 9 February 2026

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, to break down what we might expect from a Fed led by Kevin Warsh, plus why a macro regime shift is in place and what to expect in Iran. 👉 Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more. 👉 Learn more at https://binance.onelink.me/y874/realvison2 📣 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 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. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 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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0:00.0	Moments. They have the power to change everything.
0:07.0	The moments we try something new.
0:11.0	The moments we travel thousands of miles.
0:15.0	In seconds.
0:17.0	The ones that transform how we spend, how we save, how we build.
0:23.6	The moments we connect and create memories that last a lifetime.
0:28.6	The moments 300 million people say in unison,
0:32.6	we want a better way, but the moments that really matter are the ones that come next.
0:45.9	Hey, everyone, as you know, on this podcast, I bring the best guests in the world at that
0:50.5	nexus of understanding of macro-cry macro crypto and the exponential age of technology.
0:55.3	If you're enjoying the show, a quick five-star rating goes a long way. It helps us grow and
1:00.5	keep these conversations coming with the best guests in the world. Thanks a lot.
1:19.3	Hello out there. Welcome to Macro Mondays on Real Vision. My name is Michael Rosenwald and I'm joined as usual by you, Andreas. Welcome to the show.
1:20.6	Thanks very much, Michael.
1:28.6	We have a lot of great grounds to cover today. We're going to be talking about Kevin Warsh, the overall volatility in markets,
1:33.9	and we're going to be touching on our macro regime model, which is showing a bit of a shift in the current macro environment.
1:37.1	So we're going to look into that and look into how you should position accordingly.
1:41.1	We're also going to be covering some of the treats made over the weekend on
1:44.3	crypto. Try and digest that what we see ahead. And yeah, in general, try and unpack the world
1:50.8	of macro for you. Remember that this is our free show at Real Vision. We stream this to X and
1:56.3	YouTube as well. We do a lot more content on Real Vision, especially on the Prochure, where you get
2:02.1	full access to all our research, including our macro model portfolio, which is essentially
	...

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