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#19 - Energy Stocks are the New Bonds

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Manage episode 379903535 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.

We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look.
We also cover recent movements on our model portfolio and what changes we see coming up.
Hosts: Andreas Steno and Emil Moller
Guest: 3Fourteen Research
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com

  continue reading

64 episodes

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#19 - Energy Stocks are the New Bonds

Macro Mondays

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Manage episode 379903535 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.

We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look.
We also cover recent movements on our model portfolio and what changes we see coming up.
Hosts: Andreas Steno and Emil Moller
Guest: 3Fourteen Research
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com

  continue reading

64 episodes

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