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When Will the Iran War End? | Macro Mondays w/ Andreas Steno & Mikkel Rosenvold

04.03.2026
Published: 04.03.2026 Category: Investing and finance

Episode details

Episode description

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 market-moving headlines. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 – Global Markets on Red Alert | Macro Mondays 00:30 – Iran War Escalation: Energy Crisis Explained 01:36 – G7 Oil Reserve Release: What It Means for Markets 03:12 – Laughs of the Week: Crypto & Market Memes 04:27 – Oil Price Spike: Why Analysts Got It Wrong 05:20 – Israel-Iran War Update: Is Peace Still Possible? 07:04 – Iran Internal Power Struggle & Gulf Diplomacy 09:07 – Strait of Hormuz Crisis: Why Oil Shipping Is the Real Problem 12:48 – Global Oil Supply Shock: Which Countries Run Out First 14:06 – Russia’s Oil Windfall From the Middle East Conflict 17:14 – Inflation Shock: Impact on Europe, Japan & Global Growth 19:49 – Investor Q&A: How to Position During an Energy Crisis 23:25 – Energy Stocks vs Oil Futures: Best Trade Right Now 25:18 – Why Bitcoin & Tech Stocks Are Suddenly Rising 28:32 – Trump, Interest Rates & Inflation: The Policy Dilemma 30:20 – Why This War Could End the Global Business Cycle Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD 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 #macro #iran #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec #ai #conflict…

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