We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?

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Hosts: Andreas Steno & Emil Møller

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US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the Red Sea and goods inflation is
threatening to come back with a vengeance. Will the Fed forward pricing prove to be off? 
We discuss it with Bob Elliott of Unlimited Funds

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Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller

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The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank? 

We discuss the situation with a selection of analysts at Steno Research.

If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15! 

Hosts: Andreas Steno, Mikkel Rosenvold, Mads Eberhardt & Emil Møller

If you enjoy our content, Please subscribe to our Youtube Channel 
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#podcast 
#economy 
#banking 
#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding

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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Hosts: Andreas Steno & Mikkel Rosenvold

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Is the new ECB/Fed inflation forecast way off? 
And will inflation resurface already during 2024? 
Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon.

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Hosts: Andreas Steno

Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess the outlook for the big three central banks while also discussing whether this is a mid-cycle rate cutting cycle or the start of a recession.
 
 Our guest of the week, Raoul Pal, thinks we are in an early cycle dynamic and that central banks are late to react to what was a recessionary pricing of risk assets in 2022. 

Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle of Incrementum Funds

On top of that, we discuss the situation in Guyana and the ramifications for our suffering oil longs.

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Hosts: Andreas Steno and Emil Moller

Guest: Ronnie Stoferle of Incrementum Funds

We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasury markets also deliver better returns in 2024?

All that amidst the turbulence from the OPEC meeting.

Hosts: Andreas Steno and Emil Møller

Guest: Cathie Woods from https://ark-invest.com/

Steno Research Discount Code: crypto20

We host the former Chief of the Energy unit at the US Embassy in Kiev and co-founder of the Eney LCC, Suriya Jayanti for a discussion of the malaise in offshore wind markets. Why is wind energy suffering and is China to blame?

Tune in as we discuss the future energy mix in Europe and the US in light of recent developments and how it is likely to impact your portfolio.

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For more information about the guest of the week please visit https://www.suriyajayanti.com/ 

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.

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Hosts: Andreas Steno and Emil Møller
Guest: Mike Green, Simplify Asset Management