Macro Sunday

#26 - Are central banks asleep at the wheel? Guest: Cathie Wood

December 03, 2023 Andreas Steno Larsen
#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
Macro Sunday
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Macro Sunday
#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
Dec 03, 2023
Andreas Steno Larsen

We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasury markets also deliver better returns in 2024?

All that amidst the turbulence from the OPEC meeting.

Hosts: Andreas Steno and Emil Møller

Guest: Cathie Woods from https://ark-invest.com/

Steno Research Discount Code: crypto20

Show Notes

We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasury markets also deliver better returns in 2024?

All that amidst the turbulence from the OPEC meeting.

Hosts: Andreas Steno and Emil Møller

Guest: Cathie Woods from https://ark-invest.com/

Steno Research Discount Code: crypto20