We host the great Mike Green for a talk on the outlook for the strong-going US economy in comparison to Europe and Asia.
We also cover the softer-than-expected CPI prints and the subsequent rally in equities and take a victory lap on our Germany trade.
To see our full model portfolio and access all our research, sign up for a FREE 2-week trial at www.stenoresearch.com.
Hosts: Andreas Steno and Emil Møller
Guest: Mike Green, Simplify Asset Management
We host the great Mike Green for a talk on the outlook for the strong-going US economy in comparison to Europe and Asia.
We also cover the softer-than-expected CPI prints and the subsequent rally in equities and take a victory lap on our Germany trade.
To see our full model portfolio and access all our research, sign up for a FREE 2-week trial at www.stenoresearch.com.
Hosts: Andreas Steno and Emil Møller
Guest: Mike Green, Simplify Asset Management