Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
#19 - Energy Stocks are the New Bonds
41 minutes Posted Oct 15, 2023 at 10:00 am.
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Show notes

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