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Real Vision: Finance & Investing Podcast Transcripts

Real Vision Podcast Network · 1,983 episodes with transcripts

Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.

Spoken has transcripts of 1,983 Real Vision: Finance & Investing episodes, with the speakers named. The newest listed here is from October 19, 2026.

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Latest Real Vision: Finance & Investing transcripts

Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026

October 19, 2026

Andreas Steno (0:00)

New Week.

Mikkel Rosenvold (1:08)

Welcome to Macro Mondays. My name is Mikkel Rosemal, I'm joined, as usual, by Andreas Steno. And if I'm not sure if you can see it in the caption of Andreas here, but we are joined by your son Andreas as well in the studio. Yeah, we have a live audience today, so here we go. It's going to be wonderful, wonderful…

Maybe if we have time for it, we're just going to touch upon Bitcoin that you also wrote a bit about in your Steno Sickles report address. Speaking of your Steno Sickles reports, it's out this afternoon or later today. That's one of the three paid articles that we publish every week on Real Vision. That's for the…

Andreas Steno (2:35)

Well, it's early days, but it seems like we have more or less flatlining inflation momentum in the US, especially since the first week of May, which is a big surprise in many ways, given that we don't have a resolution to the straight of a moose. And given what happened 45 minutes ago, it looks even further away…

So a lot of surprises still in the macro landscape, in my opinion. And remember that roughly two months ago, everyone was caught in a very doom and gloom like storytelling around the Iran war and how it would impact global supply chains growth and all of that. And we stayed with a very positive view on the economy…

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