Is Everyone Wrong About the Dollar? | Macro Mondays

What this episode covers

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for markets ahead, packed with Manufacturing PMI, Nonfarm Payrolls data, and Kevin Warsh's speech. 🔥 Our Biggest Sale Ever, Don't Miss the Generational Setup realvision.com/pricing Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 00:22 - Macro Mondays Returns: Dollar, Hormuz, and Kevin Warsh Preview 03:01 - June Winners and Losers: Memory Stocks, Biotech, and the Dollar05:11 - Is the Hormuz War Back On or Is Oil Still Flowing?09:11 - Is Everyone Wrong on the US Dollar?13:34 - Kevin Warsh’s Big Test: Will the Fed Pivot Again?17:42 - Jobs Report Preview: Why Payrolls Could Surprise Lower20:32 - How to Position Your Portfolio Heading Into Summer Vacation23:30 - AI Trade Check-In: Token Prices, Micron, and Memory Demand27:30 - Apple, China Memory Chips, and the Next Consumer Scarcity Risk Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How long is this episode of Real Vision: Finance & Investing?

This episode is 32 minutes long.

When was this Real Vision: Finance & Investing episode published?

This episode was published on June 29, 2026.

What is this episode about?

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire are, and previews a consequential week for...

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