← Back to TranscriptAgent TranscriptAgent
TRANSCRIPTAGENT.AI · validated speaker preview

Mikkel Rosenvold

Type: Macro Analyst Tracked appearances: 29
Validated speaker Strait of Hormuz

His recurring economic worldview is short-term, event-driven macro: markets are shaped by rates, inflation, geopolitics, and policy shocks, and the job of the analyst is to turn…

Analyzed appearances 29
Latest appearance 2026-07-13 11:05
Most seen on Real Vision

Preview how this speaker shows up across market transcripts. Unlock the full archive, AI chat, and the version personalized to your watchlist, followed channels, and favorite speakers.

Speaker snapshot

Research profile

Mikkel Rosenvold appears as a macro/markets commentator and co-host on Real Vision’s Macro Monday, typically discussing rates, inflation, FX, equities, crypto, and geopolitics in a highly tactical, trade-oriented style. In the transcript he presents as an active market participant/observer who tracks headlines quickly and translates them into market setups, while leaning on a collaborative format with Andreas Steno. The evidence here is thin on broader biography, but it clearly shows him as a recurring market commentator who blends macro analysis with real-time portfolio and narrative updates.

Economic vision

His recurring economic worldview is short-term, event-driven macro: markets are shaped by rates, inflation, geopolitics, and policy shocks, and the job of the analyst is to turn fast-moving headlines into actionable positioning. He seems to favor a big-picture but market-practical lens, emphasizing liquidity, crisis dynamics, and how narratives translate into trades across stocks, bonds, FX, and crypto. The tone suggests he is comfortable with probabilistic calls and revision, and he treats macro as an ongoing flow of catalysts rather than a fixed thesis.

Reliability notes

  • Admin-validated speaker with linked X / Twitter profile.
  • Preview built from 29 analyzed appearances.
  • Latest tracked appearance: 2026-07-13 11:05.
  • Most often seen on Real Vision.
Follow Mikkel Rosenvold's thesis
See how their view has moved across 29 analysed appearances — or generate the full brief.

Themes and assets

Strait of Hormuz 9 Iran war 6 oil flows 4 inflation 2 Iran / Strait of Hormuz 2 oil and energy prices 2 AI and software disruption 1 AI capex 1

Most discussed assets

Transcript previews

Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.

Create your free research agent

Unlock every transcript this speaker appears in, compare them with your other followed voices, and ask the agent for the bull, bear, and consensus read in one workspace.

  • Full transcript archive for this speaker
  • Personalized relevance to your watchlist
  • Cross-speaker comparisons inside your workspace
  • AI chat about this speaker’s thesis
  • Track how their view changes over time
Create your free research agent
TRANSCRIPTAGENT.AI