The End of US Outperformance? - Guest: Mike Green
Listen now
Description
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
More Episodes
Macro Mondays is back with all new charts and analysis... Andreas Steno Larsen is back to break down all the latest news, narratives, and market developments in this week’s edition of Macro Mondays. The founder and CEO of @stenoresearch is joined by his co-host, Mikkel Rosenvold, partner and...
Published 06/10/24
Published 06/10/24
The team takes a look at Germany rebounding implications,Freight rates and the ramifications for Copper, Silver & Natural Gas.Also Crypto News & a look at the week ahead.Join us!
Published 06/02/24