Everyone Wrong About The Dollar? with Andreas Steno & Mikkel Rosenvold | Macro Mondays LIVE @10am ET

Andreas Steno and Mikkel Rosenvold are back to explain why everyone is positioned the wrong way on the U.S. dollar, revisit the latest developments in the Strait of Hormuz after negotiations took another twist, and preview one of the most important weeks of the summer, from Manufacturing PMI, Nonfarm Payrolls, and Kevin Warsh's speech. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. 🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing Timestamps: 00:00 - Monarch Sponsor 01:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview 04:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar 06:11 - Is the Hormuz War Back On or Is Oil Still Flowing? 10:11 - Is Everyone Wrong on the US Dollar? 14:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again? 18:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower 21:32 - How to Position Your Portfolio Heading Into Summer Vacation 24:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand 28:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk 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 #macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #mag7 #nasdaq #dow #ratecuts #inflation #trump #crypto #fed #powell #rates #economy #markets #iranisraelwar #iranattack #usirantension #iranwar #ai #aibubble #oil #straitofhormuz