#24 - The End of US Outperformance? - Guest: Mike Green
Macro Mondays - Podcast autorstwa Andreas Steno Larsen - Poniedziałki
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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 equities and take a victory lap on our Germany trade.To see our full model portfolio and access all our research, sign up for a FREE 2-week trial at www.stenoresearch.com.Hosts: Andreas Steno and Emil MøllerGuest: Mike Green, Simplify Asset Management
