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 #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
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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/marvinjbarth
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Host: Andreas Steno & Mikkel Rosenvold
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CHAPTERS -
00:00. Introduction
02:04. CPI report hot as Greece
06:30. China - air pollution
15:51. Interview - Marvin Barth
46:00. Business cycle watch
50:00. Portfolio News
#economics
#trading
#interestrate
#useconomy
#macroeconomy
#cryptocurrency
#crypto
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding
#redsea
#podcast
#economy
#banking
#joebiden
#election
#trump
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