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Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopoliticâ€Ķ
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gâ€Ķ
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gâ€Ķ
Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global â€Ķ
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening - conditions that could become increasingly supportive for bitcoin, â€Ķ
āļ‚āđ‰āļ­āļŠāļ‡āļ§āļ™āļŠāļīāļ—āļ˜āļīāđŒ: āļžāļ­āļ”āđāļ„āļŠāļ•āđŒāđāļĨāļ°āļ­āļēāļĢāđŒāļ•āđ€āļ§āļīāļĢāđŒāļ„āļ—āļĩāđˆāļāļąāļ‡āļ­āļĒāļđāđˆāđƒāļ™āļŦāļ™āđ‰āļēāļ™āļĩāđ‰āļĄāļēāļˆāļēāļ Real Vision Podcast Network āļ‹āļķāđˆāļ‡āđ€āļ›āđ‡āļ™āļ—āļĢāļąāļžāļĒāđŒāļŠāļīāļ™āļ‚āļ­āļ‡āđ€āļˆāđ‰āļēāļ‚āļ­āļ‡āđāļĨāļ°āđ„āļĄāđˆāļĄāļĩāļŠāđˆāļ§āļ™āđ€āļāļĩāđˆāļĒāļ§āļ‚āđ‰āļ­āļ‡āļŦāļĢāļ·āļ­āļĢāļąāļšāļĢāļ­āļ‡āđ‚āļ”āļĒ Listen Notes, Inc.