#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again? We host the great Weston Nakamu...
5 Marras 202359min
#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
We host the great Bob Elliott of Unlimited Funds to a deep dive into the outlook for US Treasuries. What does the new House speaker and upcoming appropriations talks mean for markets and treasuries an...
29 Loka 20231h 4min
#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
Live from his vacation home in sunny Spain, Andreas hosts the great Steen Jakobsen of Saxo Bank to a talk on commodities, positioning and in particular "Inflation math". Why are we so slow to adjustin...
22 Loka 202337min
#19 - Energy Stocks are the New Bonds
We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look. We also cover recent movements on our model portfol...
15 Loka 202341min
#18 - Higher energy prices triggering a recession?
Will the energy price rally trigger the recession as consumer savings are depleted? We look at this week's EIA data, whether it can be trusted and how it all impacted the world of Macro and your portf...
8 Loka 202335min
#17 - The Nuclear Option
Is the day of reckoning for nuclear power here at last? After years of stagnation, markets are beginning to show some promise for nuclear technology. Today, we'll examine the state of nuclear energy a...
1 Loka 202351min
#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and former FOMC member Dennis Lockhart to get his view on t...
24 Syys 202359min
#15 - Was that a pause from Lagarde?
Has the anti-Europe trade become the consensus or is there still juice in the story? We discuss the prospects of European gas storages and the ongoing recession in the North of the continent. Can Euro...
17 Syys 202328min
