#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
How are markets positioned for 2024? We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes. Will the S...
31 Des 202353min
#29 - Inflation Volatility is back! Guest: Claus Vistesen
Is the new ECB/Fed inflation forecast way off? And will inflation resurface already during 2024? Those are key questions for asset allocators. We host a thought provoking discussion with the tremend...
24 Des 202333min
#28 - Powell invites for a risk asset party. Guest: Raoul Pal
Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess t...
17 Des 20231h
#27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
Gold has been rallying hard alongside bonds in October and November, but who are the buyers? Retail or central banks? We discuss the Gold outlook with the author of In Gold We Trust, Ronnie Stoeferle ...
9 Des 202359min
#26 - Are central banks asleep at the wheel? Guest: Cathie Wood
We are joined by the renowned Tech investor Cathie Woods of ARK to discuss the rally in duration heavy equity assets through 2023. Will the rally continue if the Fed is done hiking? And will US Treasu...
3 Des 202351min
#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
We host the former Chief of the Energy unit at the US Embassy in Kiev and co-founder of the Eney LCC, Suriya Jayanti for a discussion of the malaise in offshore wind markets. Why is wind energy suffer...
26 Nov 20231h 1min
#24 - The End of US Outperformance? - Guest: Mike Green
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 ...
19 Nov 202358min
#23 - Are central banks insolvent? Guest: Dario Perkins
We are joined by one of the best central bank watchers in the world, Dario Perkins of TS Lombard to discuss whether negative equity in central banks practically matter. Dario says theoretically no, ...
12 Nov 202358min
