Episode Details

Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. 

Guest: Marvin Barth - Thematic Markets.
https://thematicmarkets.com/
https://twitter.com/marvinjbarth

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Host: Andreas Steno & Mikkel Rosenvold

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CHAPTERS -
00:00. Introduction
02:04. CPI report hot as Greece
06:30. China - air pollution
15:51. Interview - Marvin Barth
46:00. Business cycle watch
50:00. Portfolio News


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