Macro Mondays: July 28, 2025 | Andreas Steno & Mikkel Rosenvold

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 28 July 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

After a week off on holiday, Steno Research founder and CEO Andreas Steno and his co-host, Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest news driving global 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 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. Arch Public has released a groundbreaking algorithm for SUI on Kraken; turning volatility into extraordinary returns that include both cash yield and asset accumulation. Here are the raw numbers: CAGR 42% Cash Yield 97%. 👉 Try it for free at ⁠⁠https://realvision.com/arch⁠⁠ 📣 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. ⬜ Take control of your data and keep your private life private by signing up for DeleteMe. Now at a special discount for our listeners. ⬜ Today get TWENTY PERCENT off your DeleteMe plan by texting VISION to 64000. The only way to get twenty percent off is to text VISION to 64000. That’s VISION to 64000. Message and data rates may apply. 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

Click on a timestamp to play from that location

0:00.0	I've rolled out uni because I want to live at home.
0:02.5	I've ruled out uni because I want to earn money.
0:05.7	I've ruled out uni because of my grades.
0:10.1	Study with the Open University and there's no need to rule out anything.
0:14.0	With our respected degrees, you can learn from home and work alongside study.
0:18.1	We're open to all.
0:19.6	Plus, you'll have the support of expert tutors.
0:22.6	So rethink your future with the degree you didn't think was possible. The Open University.
0:28.3	The future is open.
0:30.3	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
0:47.1	bigger role in macro. So it's becoming more and more important to really understand the stories
0:51.1	driving crypto. Why is Bitcoin going up? Why is Bitcoin going down? What are
0:55.2	the institutions doing? What are people missing? That's why Bitwise launched the weekly CIA memo,
1:00.1	a quick summary each week of what's really moving crypto markets. It's written by the CEO,
1:05.3	Matt Hogan. Matt's one of the best in business as bridging the worlds of traditional finance
1:09.1	and crypto. It's really a great read.
1:11.1	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
1:17.4	crypto world.
1:18.2	So head on over to bitwiseinvestments.com slash CIO memo.
	...

Transcript will be available on the free plan in 10 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.