Macro Monday: Why Reciprocal Tariffs are GOOD News ft. Andreas Steno & Mikkel Rosenvold

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 17 February 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. 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 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 access they need. 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. 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 Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com 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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0:00.0	Hi, I want to talk to you today about my friends at Bitwise and why they're the best crypto asset manager out there.
0:07.2	So many investors I know are working with BitWise today.
0:10.7	They've got more than 20 products to help investors get whatever access they need or want.
0:16.0	They've got a team of more than 100 across the US and Europe.
0:19.4	They have more than $10 billion in client assets.
0:23.0	It's not just the products that show they're all in. They've even supported the ecosystem
0:27.3	by donating 10% of their Bitcoin and Ethereum ETF profits to open source developers. And they were the
0:32.9	first company to publish their Bitcoin ETF wallet address. Like I said, these guys are true OGs. So please go
0:39.7	and check out Bitwise. They really are excellent. Go to Bitwiseinvestments.com and see all they've got to
0:45.7	offer. That's Bitwiseinvestments.com or just email them at James of Bitwiseinvestments.com
0:52.2	and let them know that Raals sent you.
0:55.1	Anyway, there are a million ways to access crypto.
0:58.0	Explore how you can access it best with BitWise.
1:01.3	And remember, carefully consider the extreme risks associated with crypto before investing.
1:07.3	Anyway, thanks very much.
1:09.3	Hi everyone, I'm Raulpal, the CEO and co-founder of Real Vision.
1:12.5	Here at Real Vision, we're committed to give you the best knowledge, tools and network
1:16.8	to help you succeed in your financial future.
1:19.9	If you're enjoying this podcast, please take a moment to give it a five-star racing.
1:23.8	It truly helps us continue to bring top-tier content.
1:27.1	Thank you so much.
1:29.0	Hello, everyone, and welcome to another edition of Macro Mondays presented by Real Vision.
	...

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