Macro Mondays
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 world
The 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)
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Macro Mondays
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
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Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds.
Host: Andreas Steno & Mikkel Rosenvold
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CHAPTERS -
00:00. Introduction
02:20. Cyclical upswing?
12:32. Interview - Bob Elliot
32:26. The Geopolitical situation
36:00. Portfolio news
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#usgdp
#economicrecession
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#redsea
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#economy
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#joebiden
#election
#trump
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