#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
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Description
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?
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Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets.https://thematicmarkets.com/https://twitter.com/marvinjbarthFREE macro newsletter - https://stenoresearch.com/free/Find out more at...
Published 05/19/24
Published 05/19/24
The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion!Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host:...
Published 05/12/24
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