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#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 hos…
2 years ago
#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 …
2 years ago
#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 wit…
2 years, 1 month ago
#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 con…
2 years, 1 month ago
#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 …
2 years, 1 month ago
#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…
2 years, 1 month ago
#23 - Are central banks insolvent? Guest: Dario Perkins
Season 1 Episode 22
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…
2 years, 2 months ago
#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
Season 1 Episode 21
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 …
2 years, 2 months ago
#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 appr…
2 years, 2 months ago
#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
Season 1 Episode 20
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 particul…
2 years, 2 months ago