Macro Sunday #20 - What is Inflation Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
Автор: Steno Research
Загружено: 2023-10-22
Просмотров: 1850
Описание:
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 adjusting our thinking to a high interest and high inflation environment and how should we adapt? Hear a great analysis from Steen as well as an update on our very own portfolio and current research here at Steno Research.
Host: Andreas Steno Larsen
Guest: Steen Jakobsen, Saxo Bank
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