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Macro Mondays

#19 - Energy Stocks are the New Bonds

41 min15 oktober 2023

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

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Macro Mondays med Andreas Steno Larsen and Mikkel Rosenvold finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.