3 Banger Trades For June | Macro Mondays June 1, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the key macro themes driving markets into June. From the latest developments in Iran to bottlenecks and bitcoin, they unpack what could become the next key trades, and whether liquidity and macro data can continue to support the meteoric rise in risk assets.

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🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 01:06 - Macro Mondays: Iran Talks, ISM Strength, and June Trade Ideas 02:30 - State of the Union Preview: Why Macro Still Drives Everything04:34 - Strong ISM Print and Why US Manufacturing Keeps Accelerating06:00 - Iran Talks Break Down Again: How Fragile Is the Ceasefire?07:30 - Why Markets Are Still Taking the Iran Headlines in Stride10:16 - How Long Can the Global Economy Handle a Closed Hormuz?12:34 - June Outlook: Thematics, Trade Setups, and What Still Works13:20 - Industrial Robotics, Real-World AI, and the Next Training Bottleneck16:54 - Liquidity in June: Treasury Cash Drawdown and Easier Leverage20:19 - Why Bitcoin Is the Only Risk Asset Not Joining the Rally22:53 - Three Trades for June: Security Software, Server Makers, and Drones27:19 - Claude, ServiceNow, and the New AI-Driven Momentum Trade Learn more about your ad choices. Visit podcastchoices.com/adchoices