Is the new ECB/Fed inflation forecast way off?  And will inflation resurface already during 2024?  Those are key questions for asset allocators. We host a thought provoking discussion with the tremendous Claus Vistesen of Pantheon. Find out more at www.stenoresearch.com - always 14 days free trial access to our research https://stenoresearch.com/subscribe/ Hosts: Andreas Steno

#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

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