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127. Upplevelsemaskinen och konjunkturbias

EPISODE · Jun 28, 2023 · 40 MIN

127. Upplevelsemaskinen och konjunkturbias

from Antiloop Podcast · host Antiloop Podcast

Hedgefondförvaltarna Anna Svahn och Karl-Mikael Syding på Antiloop väver denna vecka ihop naturgas, olja, koppar, neurovetenskap, stark amerikansk orderingång och husmarknad, med Howard Marks räntespaning att 'det är annorlunda den här gången' och massor med tecken på himlen runt hörnet (dvs recessionen som speglas i olje-contango och svag Yuan). "Allt pekar väl mot starkare aktiemarknad" men vilka aktier? Teknik eller råvaror? /Antiloop

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127. Upplevelsemaskinen och konjunkturbias

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