Are Markets About to Take Off Again? w/ Andreas Steno & Mikkel Rosenvold | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–Denmark–Greenland agreement and what it means for the shifting geopolitical picture in the Arctic, before diving into the recent crypto rally to see whether it really has legs. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 00:22 - Crypto Is Ripping: Should Investors Rotate Out of AI? 03:05 - What’s Really Driving the Crypto Rally? 04:31 - Why AI and Crypto Could Work Together in the Agent Economy 08:23 - Why Markets Are Starting to Look Like March and April Again 11:47 - Trump-Xi Summit: Chips, China, and the Next Trade-War Test 15:20 - South Korea Exports Surge as the Semiconductor Boom Reaccelerates 18:09 - Greenland Deal: What the US, Denmark, and NATO Actually Got 22:08 - Semiconductors vs Gold vs Crypto: The Best Q4 Setups 23:43 - Iran, Hormuz, and Why We May Be Past Peak Escalation Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. 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 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Music license ID: WJ6TRPVHFD #macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #ai #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve #bitcoin #crypto #treasuries #oil #greenland #geopolitics #riskassets #trading