Macro Mondays
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 world
The 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)
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Macro Mondays
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
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The cyclical rotation of asset markets is ongoing and
the Manufacturing sector seems to be improving by the month.
The consensus is getting very upbeat on the US
growth picture but what about China and Europe?
Is the Rest of the World ready to beat expectations
and do you own enough commodities in case?
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Guest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/
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Hosts: Andreas Steno & Mikkel Rosenvold.
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