Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
Listen now
Description
Assets are melting up right, left and center as the optimism around the business cycle is improving.  Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback? Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch of Bitcoin ETFs. Find our FREE newsletter here - https://stenoresearch.com/free/ Find our Crypto offering - https://stenoresearch.com/category/crypto-moves/ Remember to go to www.stenoresearch.com - 14 day free trial. Hosts: Andreas Steno & Mikkel Rosenvold. If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics  #trading   #interestrate #useconomy #macroeconomy #cryptocurrency  #crypto  #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding  #redsea  #podcast    #economy  #banking #crypto
More Episodes
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