{"podcast":{"title":"Macro Mondays","slug":"macro-mondays-6431466","podcast_index_feed_id":6431466,"rss_url":"https://rss.buzzsprout.com/2206288.rss","website_url":"https://www.buzzsprout.com/2206288","image_url":"https://storage.buzzsprout.com/cxu1h27ckh5wzxwjucjx9cs6bh0w?.jpg","author":"Andreas Steno Larsen and Mikkel Rosenvold","episode_count":143,"summary":"Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context) Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe","last_synced_at":"2026-06-30T08:19:25.644464+00:00","page_url":"https://stenobird.com/podcast/macro-mondays-6431466"},"episode":{"title":"Inflation Inbound? | Macro Mondays: May 4, 2026","slug":"inflation-inbound-macro-mondays-may-4-2026","published_at":"2026-05-04T10:00:00+00:00","page_url":"https://stenobird.com/podcast/macro-mondays-6431466/inflation-inbound-macro-mondays-may-4-2026","show_page_url":"https://stenobird.com/podcast/macro-mondays-6431466","url":"https://www.buzzsprout.com/2206288/episodes/19121970-inflation-inbound-macro-mondays-may-4-2026.mp3","audio_url":"https://www.buzzsprout.com/2206288/episodes/19121970-inflation-inbound-macro-mondays-may-4-2026.mp3","summary":"Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble 02:02 - Real Vision Portfolio Update...","meta_description":"Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Ho…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1719,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/inflation-inbound-macro-mondays-may-4-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/macro-mondays-6431466/inflation-inbound-macro-mondays-may-4-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}