52 min listen
#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)
The weird resilience of the EUR - Guest: Jens Nordvig by Macro Sunday