Trump’s Economic Agenda | Andreas Steno ft Mikkel Rosenvold | Macro Mondays

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 30 June 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to dissect the market impacts of everything from the latest inflation data to Trump's Big Beautiful Bill and new U.S trade deals. 📣 *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 ➡️ VeChain has been delivering real-world blockchain utility since 2015 – long before the hype. From powering supply chains and carbon tracking to food safety and enterprise tools, its protocol is proven, scalable, and trusted by governments and global brands. ➡️ Now, it enters a bold new phase: The VeChain Renaissance. With modular upgrades, performance boosts and the introduction of VeBetterDAO, VeChain is rebuilding to embrace open participation, while keeping the enterprise-grade reliability it’s known for. ➡️ The future is here and it’s evolving with purpose. ➡️ The VeChain Renaissance has landed. ➡️ Discover more https://www.realvision.com/vechain #VeChain #Blockchain #VeBetterDAO #Web3 #Sustainability 🔥 *Arch Public:* It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉 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

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0:30.2	Hey guys, before starting this show, I just want to take a minute to talk about our good friends over at BidWise,
0:35.9	the $10 billion global crypto asset manager.
0:39.2	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 CIO memo,
1:00.1	a quick summary each week of what's really moving crypto markets. It's written by the CEO, Matt Hogan.
1:06.2	Matt's one of the best in business as bridging the worlds of traditional finance and crypto.
1:09.9	It's really a great read. It's clear, it's bold, and it's very thoughtful. I highly recommend it to anyone who wants
1:15.4	to the latest insights and hottest takes in the crypto world. So head on over to bitwiseinvestments.com
1:20.4	slash CIO memo. That's bitwiseinvestments.com slash CIO memo and check it out for yourselves.
1:26.1	Always, of course, carefully consider the extreme
1:28.3	risks associated with crypto. Today's video is sponsored by VChain, the leading layer one built
	...

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