#29 - Inflation Volatility is back! Guest: Claus Vistesen

12/24/23 • 33 min

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.
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Hosts: Andreas Steno

Previous Episode

#28 - Powell invites for a risk asset party. Guest: Raoul Pal

Jay Powell invited for a massive risk asset party after the Fed opened the door for several cuts in 2023. Will the Fed suddenly prove to be the most dovish of the big central banks anyway? We assess the outlook for the big three central banks while also discussing whether this is a mid-cycle rate cutting cycle or the start of a recession.
Our guest of the week, Raoul Pal, thinks we are in an early cycle dynamic and that central banks are late to react to what was a recessionary pricing of risk assets in 2022.

Next Episode

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

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?
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Hosts: Andreas Steno & Mikkel Rosenvold
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