# Is Risk-On Too Risky? | August 31, 2026 Page: https://stenobird.com/podcast/macro-mondays-6431466/is-risk-on-too-risky-august-31-2026 Text version: https://stenobird.com/podcast/macro-mondays-6431466/is-risk-on-too-risky-august-31-2026.md Podcast: [Macro Mondays](https://stenobird.com/podcast/macro-mondays-6431466) Published: 2026-08-31T16:00:00+00:00 Episode link: https://www.buzzsprout.com/2206288/episodes/19730694-is-risk-on-too-risky-august-31-2026.mp3 Audio file: https://www.buzzsprout.com/2206288/episodes/19730694-is-risk-on-too-risky-august-31-2026.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/is-risk-on-too-risky-august-31-2026 Duration seconds: 1747 ## Resource Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case? πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with An... ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/is-risk-on-too-risky-august-31-2026/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/macro-mondays-6431466/is-risk-on-too-risky-august-31-2026.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.