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#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
Manage episode 375984855 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno and Emil Møller
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Manage episode 375984855 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasputin Effect. We also cover the outlook for fiscal policy, interest rates and the short- and longterm effects of the Chips Act and IRA in this great interview. And of course - we give our take on how to allocate given all of this.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
Hosts: Andreas Steno and Emil Møller
Guest: Michael Cembalest
74 episodes
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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