Macro Mondays
Podcast tekijän mukaan Andreas Steno Larsen - Maanantaisin
Kategoriat:
75 Jaksot
-
#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
Julkaistiin: 10.9.2023 -
#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
Julkaistiin: 2.9.2023 -
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
Julkaistiin: 27.8.2023 -
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
Julkaistiin: 20.8.2023 -
#10 - A steeper curve to create a recession - Guest: Bob Elliot
Julkaistiin: 13.8.2023 -
#9 - Coups, YCC and the big rotation trade
Julkaistiin: 6.8.2023 -
#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
Julkaistiin: 30.7.2023 -
#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
Julkaistiin: 28.7.2023 -
#6 - Geopolitical risks are back - Guest: Claus Vistesen
Julkaistiin: 23.7.2023 -
#5 - 4 reasons why the recession never arrived - Guest: Dario Perkins
Julkaistiin: 16.7.2023 -
#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro
Julkaistiin: 9.7.2023 -
The weird resilience of the EUR - Guest: Jens Nordvig
Julkaistiin: 2.7.2023 -
Housing rebounds - time to call off the recession? Guest: Warren Pies
Julkaistiin: 25.6.2023 -
3 reasons why EUR liquidity is a MUST watch over summer
Julkaistiin: 18.6.2023 -
Welcome to Macro Sunday!
Julkaistiin: 17.6.2023
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