{"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":153,"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":"2026-09-22T04:23:04.486344+00:00","page_url":"https://stenobird.com/podcast/macro-mondays-6431466"},"episode":{"title":"Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026","slug":"is-the-economy-running-too-hot-macro-mondays-august-10-2026","published_at":"2026-08-10T17:00:00+00:00","page_url":"https://stenobird.com/podcast/macro-mondays-6431466/is-the-economy-running-too-hot-macro-mondays-august-10-2026","show_page_url":"https://stenobird.com/podcast/macro-mondays-6431466","url":"https://www.buzzsprout.com/2206288/episodes/19627034-is-the-economy-running-too-hot-macro-mondays-august-10-2026.mp3","audio_url":"https://www.buzzsprout.com/2206288/episodes/19627034-is-the-economy-running-too-hot-macro-mondays-august-10-2026.mp3","summary":"Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:23 - CPI Preview: Is Inflation Falling Faster Than Expected? 01:11 - Why Tariff Refunds ...","meta_description":"Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1568,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/is-the-economy-running-too-hot-macro-mondays-august-10-2026/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/is-the-economy-running-too-hot-macro-mondays-august-10-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}