How to Trade the Geopolitical Firehose

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they dissect the state of U.S.-China relations and preview a pivotal week for central b ...  Show more

Steno Research founder Andreas Steno is back with his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, to examine the latest news from the Iran war, the surging oil prices and their impact on the wider markets and global economy, U.S. labor data, and other ma ...  Show more

Chris Cappy analyzes the stalled peace efforts between Russia and Ukraine, Trump’s shifting stance, and how battlefield momentum favors Russia. He breaks down sanctions, tariffs, and China’s covert role, warning the war could expand into a broader global confrontation if pressure ...  Show more

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also ident ...

Donald Trump hoped Vladimir Putin would agree to a ceasefire in Ukraine. Instead he made <a href="https://www.economist.com/europe/2025/03/18/putin-woos-trump-with-a-partial-ceasefire-and-big-geopolitical-deal?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelli ...

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ...