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cover of episode Tariffs Refueling Inflation, Global Trade Barries and More! Macro Monday ft. Andreas Steno & Mikkel Rosenvold

Tariffs Refueling Inflation, Global Trade Barries and More! Macro Monday ft. Andreas Steno & Mikkel Rosenvold

2025/3/17
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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The discussion focuses on European perspectives towards US politics and investments, particularly Tesla. There's growing concern among European investors about the political climate in the US, spurred by actions like Tesla being excluded from Danish pension funds. This reflects broader apprehensions about Trump's policies and the potential impact of impending tariffs.
  • Danish pension fund Academica Pension divested from Tesla due to growing concerns.
  • European investors are wary of the political climate in the US under Trump.
  • Upcoming reciprocal tariffs between the EU and the US could exacerbate existing tensions.

Shownotes Transcript

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Andreas Steno Larsen, founder and CEO of Steno Research and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. They discuss the American strikes against the Houthis in Yemen, European fund managers getting wary of Tesla, the global trade barriers, and whether they could bring back the inflation conundrum.

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