Macro Mondays
Ein Podcast von Andreas Steno Larsen - Montags
Kategorien:
72 Folgen
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Macro Sunday #31 - Spiking freight rates bringing back inflation?
Vom: 7.1.2024 -
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
Vom: 31.12.2023 -
#29 - Inflation Volatility is back! Guest: Claus Vistesen
Vom: 24.12.2023 -
#28 - Powell invites for a risk asset party. Guest: Raoul Pal
Vom: 17.12.2023 -
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
Vom: 9.12.2023 -
#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
Vom: 3.12.2023 -
#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
Vom: 26.11.2023 -
#24 - The End of US Outperformance? - Guest: Mike Green
Vom: 19.11.2023 -
#23 - Are central banks insolvent? Guest: Dario Perkins
Vom: 12.11.2023 -
#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
Vom: 5.11.2023 -
#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
Vom: 29.10.2023 -
#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
Vom: 22.10.2023 -
#19 - Energy Stocks are the New Bonds
Vom: 15.10.2023 -
#18 - Higher energy prices triggering a recession?
Vom: 8.10.2023 -
#17 - The Nuclear Option
Vom: 1.10.2023 -
#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Vom: 24.9.2023 -
#15 - Was that a pause from Lagarde?
Vom: 17.9.2023 -
#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
Vom: 10.9.2023 -
#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
Vom: 2.9.2023 -
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
Vom: 27.8.2023
Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context) Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe