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#24 - The End of US Outperformance? - Guest: Mike Green

#24 - The End of US Outperformance? - Guest: Mike Green

FromMacro Sunday


#24 - The End of US Outperformance? - Guest: Mike Green

FromMacro Sunday

ratings:
Length:
58 minutes
Released:
Nov 19, 2023
Format:
Podcast episode

Description

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.To see our full model portfolio and access all our research, sign up for a FREE 2-week trial at www.stenoresearch.com.Hosts: Andreas Steno and Emil MøllerGuest: Mike Green, Simplify Asset Management
Released:
Nov 19, 2023
Format:
Podcast episode

Titles in the series (48)

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