Peter Zeihan on the Israel-Hamas War

Peter Zeihan on the Israel-Hamas War

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How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026

Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ...  Afficher plus

Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026

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.–De ...  Afficher plus

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Major General (Ret.) Mastin Robeson, Geopolitical Intelligence Advisor at Academy Securities, shares his thoughts on the Israel-Hamas war. Lior Susan, Founder and Managing Partner at Eclipse Ventures, talks about the economics and the stifling of innovation as a result of the Isr ...  Afficher plus