93 Epizód

  1. Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott

    Közzétéve: 2024. 01. 14.

  2. Macro Sunday #31 - Spiking freight rates bringing back inflation?

    Közzétéve: 2024. 01. 07.

  3. #30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

    Közzétéve: 2023. 12. 31.

  4. #29 - Inflation Volatility is back! Guest: Claus Vistesen

    Közzétéve: 2023. 12. 24.

  5. #28 - Powell invites for a risk asset party. Guest: Raoul Pal

    Közzétéve: 2023. 12. 17.

  6. #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

    Közzétéve: 2023. 12. 09.

  7. #26 - Are central banks asleep at the wheel? Guest: Cathie Wood

    Közzétéve: 2023. 12. 03.

  8. #25 - Why is offshore wind not performing? Guest: Suriya Jayanti

    Közzétéve: 2023. 11. 26.

  9. #24 - The End of US Outperformance? - Guest: Mike Green

    Közzétéve: 2023. 11. 19.

  10. #23 - Are central banks insolvent? Guest: Dario Perkins

    Közzétéve: 2023. 11. 12.

  11. #22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

    Közzétéve: 2023. 11. 05.

  12. #21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds

    Közzétéve: 2023. 10. 29.

  13. #20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

    Közzétéve: 2023. 10. 22.

  14. #19 - Energy Stocks are the New Bonds

    Közzétéve: 2023. 10. 15.

  15. #18 - Higher energy prices triggering a recession?

    Közzétéve: 2023. 10. 08.

  16. #17 - The Nuclear Option

    Közzétéve: 2023. 10. 01.

  17. #16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald

    Közzétéve: 2023. 09. 24.

  18. #15 - Was that a pause from Lagarde?

    Közzétéve: 2023. 09. 17.

  19. #14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank

    Közzétéve: 2023. 09. 10.

  20. #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    Közzétéve: 2023. 09. 02.

4 / 5

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

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