The Tariff Battle Heats Up | Andreas Steno Larsen and Mikkel Rosenvold | Macro Mondays: October 27, 2025

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 27 October 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions. 📣 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 📣 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 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	Before we begin with the show, I just want to take a minute out to shout out our friends over at Bitwise.
0:05.0	Bitwise has a lot to offer people like us who live and breathe crypto.
0:08.6	They are a crypto asset manager with more than $10 billion in client assets.
0:12.4	They offer more than 30 products and they've been building some of the most successful solutions in crypto since 2017.
0:18.3	But here's what really stands out for me.
0:20.3	Bitwise actually gets the crypto community.
0:22.9	They donate a percentage of their profits from Bitcoin and Ethereum funds to the developers who
0:26.9	help keep those networks running. What's their philosophy? If the ecosystem wins, everyone
0:32.6	should win, and that includes the builders. You can't help but respect that. So go check out Bitwise. Go to Bitwiseinvestment.com and see all they've got to offer. That's Bitwiseinvestment.com.
0:42.7	There are tons of way to invest in crypto. Do it with the people who care. Look for Bitwise.
0:48.0	Hey, everyone. As you know, on this podcast, I bring the best guests in the world at that nexus of understanding of macro crypto and the exponential
0:55.9	age of technology. If you're enjoying the show, a quick five-star rating goes a long way. It helps us
1:01.7	grow and keep these conversations coming with the best guests in the world. Thanks a lot. Hello, all there.
1:31.6	Welcome to another edition of Macro Mondays.
1:34.7	My name is Miguel Rousen, your usual host, and is usually I'm joined by Andreas Steno.
1:40.1	It's been another very, very eventful impact weekend, and we're here to unpack it all for you at Macro Mondays.
1:46.6	This is our weekly free show where we give you a sneak peek into all the analysis and trade recommendations that we post on Real Vision.
1:54.4	For the full package, you'll have to go to Real Vision Pro for that, more of that, a little bit later.
2:00.1	We've got a very packed week ahead of us in Real Vision on Tuesday tomorrow at 10 a.m. Eastern.
2:06.1	Jared Dillion joins Ash Bennington to preview the Fed meeting on Wednesday.
2:11.7	On Wednesday at 7 p.m. Eastern, Jamie Coots gives a live update to the crypto market after the Fed meeting and the expected
2:17.9	rate cut there.
	...

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