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    #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    FromMacro Sunday

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    #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    FromMacro Sunday

    ratings:
    Length:
    38 minutes
    Released:
    Sep 3, 2023
    Format:
    Podcast episode

    Description

    Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this.Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com Hosts: Andreas Steno and Emil MøllerGuest: Michael Cembalest
    Released:
    Sep 3, 2023
    Format:
    Podcast episode

    Titles in the series (49)

    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 worldThe 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)  Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe