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cover of episode Macro Monday: What Trump's Tariff War Means for Markets ft. Andreas Steno & Mikkel Rosenvold

Macro Monday: What Trump's Tariff War Means for Markets ft. Andreas Steno & Mikkel Rosenvold

2025/2/10
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Real Vision: Finance & Investing

AI Deep Dive AI Chapters Transcript
People
A
Andreas Steno Larsen
B
Bernardo (观众)
C
Christian (观众)
M
Mikkel Rosenvold
Topics
Mikkel Rosenvold: 特朗普的关税政策虽然带来了“惊吓”,但程度已不如前两次。我认为重要的是分析如何应对这些政策,以及它们对全球市场可能产生的影响。我们需要关注哪些国家可能受损,哪些国家可能受益。当前的地缘政治风险正在降低,这可能会对油价产生影响。总的来说,我认为政治风险正在压制本应是直接的牛市。 Andreas Steno Larsen: 周五晚些时候出现的新关税消息确实令人担忧,但现在我冷静多了。我认为一些大国不必担心这些关税计划,但新兴市场可能会遭受重创。我们应该讨论如何应对特朗普的关税计划,以及如何从投资角度看待这些变化。我认为日本首相成功地与特朗普达成了协议,这可能是一个值得借鉴的模式。我认为特朗普提出的方法实际上应该会降低全球关税,因为他正在向新兴市场施压。我对美元兑新兴市场货币的走势持怀疑态度,因为特朗普的言论可能会对这些货币产生不利影响。

Deep Dive

Chapters
This chapter includes the sponsors' messages for TOKEN2049 and Consensus Hong Kong 2025, along with details on how to get discounts on tickets.
  • Details about TOKEN2049 in Dubai, including dates, location, and discount code.
  • Information about Consensus Hong Kong 2025, including dates, location, and discount code.

Shownotes Transcript

🔥 TOKEN2049: Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last.

👉 Use code "realvision15" to get 15% OFF tickets for Consensus 2025 in Hong Kong: https://coindesk.com/consensus-hk.

​​👉 Get Raoul Pal's FREE report + 30 days of free access to The Exponentialist https://rvtv.io/40wvAe5

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, the firm’s partner and head of geopolitics, to break down the latest news and forces driving global markets on this live edition of Macro Mondays.

📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai.

Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April.

Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last

📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub.

With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward.

👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets.

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