Are Markets About to Take Off Again? w/ Andreas Steno & Mikkel Rosenvold | Macro Mondays

Chapters

1. 00:00 Macro Mondays with Andreas Steno & Mikkel Rosenvold
2. 00:22 Crypto Is Ripping: Should Investors Rotate Out of AI?
3. 03:05 What’s Really Driving the Crypto Rally?
4. 04:31 Why AI and Crypto Could Work Together in the Agent Economy
5. 08:23 Why Markets Are Starting to Look Like March and April Again
6. 11:47 Trump-Xi Summit: Chips, China, and the Next Trade-War Test
7. 15:20 South Korea Exports Surge as the Semiconductor Boom Reaccelerates
8. 18:09 Greenland Deal: What the US, Denmark, and NATO Actually Got
9. 22:08 Semiconductors vs Gold vs Crypto: The Best Q4 Setups
10. 23:43 Iran, Hormuz, and Why We May Be Past Peak Escalation

Chapters come from the timestamps in the video description.