48 min listen
It's All About Liquidity & Inflation Now
ratings:
Length:
44 minutes
Released:
Jun 4, 2023
Format:
Podcast episode
Description
The debt ceiling soap opera is over and hence it’s time to rebuild the Treasury General Account - Alf and Andreas bust some of the myths around this topic, and discuss the real market implications out of this. They also look at inflation developments around the world, labor markets and conclude with some actionable investment ideas.
If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here!
- Alf's website: https://www.themacrocompass.com/
- Andreas' website: https://stenoresearch.com/
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here!
- Alf's website: https://www.themacrocompass.com/
- Andreas' website: https://stenoresearch.com/
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Jun 4, 2023
Format:
Podcast episode
Titles in the series (63)
Two Trades To Navigate This Regime Shift by The Macro Trading Floor