Will the energy price rally trigger the recession as consumer savings are depleted? We look at this week&apos;s EIA data, whether it can be trusted and how it all impacted the world of Macro and your portfolio. The recession is likely in Q1 2024 still - and here&apos;s how we view and trade it! Hosts. Andreas Steno and Emil Moller Use &quot;macro30&quot; to get 30% off your first purchase at www.stenoresearch.com

#19 - Energy Stocks are the New Bonds

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)&nbsp; Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe