How are markets positioned for 2024?
We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes.
Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024?
Happy New Years from the entire team at Steno Research14-days free trial available at:
https://stenoresearch.com/subscribe/
Hosts: Andreas Steno & Mikkel Rosenvold
If you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah
How are markets positioned for 2024?
We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes.
Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024?
Happy New Years from the entire team at Steno Research14-days free trial available at:
https://stenoresearch.com/subscribe/
Hosts: Andreas Steno & Mikkel Rosenvold
If you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah