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#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale

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Manage episode 372612092 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.

From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual.
What has changed in the US economy and is the soft landing an actual feasible scenario?
We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.
If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 372612092 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.

From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual.
What has changed in the US economy and is the soft landing an actual feasible scenario?
We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.
If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com

  continue reading

66 episodes

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