How are markets positioned for 2024?  We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes.   Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024?  Happy New Years from the entire team at Steno Research14-days free trial available at: https://stenoresearch.com/subscribe/ Hosts: Andreas Steno &amp; Mikkel Rosenvold If you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah

Macro Sunday #31 - Spiking freight rates bringing back inflation?

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