#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
Macro Mondays
00:00
Analysis of Auto Factory Risks, Portfolio Update, and Inflation Discussion
This chapter discusses the risks of implementing a four-day work week in auto factories and provides an update on their portfolio, including positions on energy, the dollar curve, consumer staples, and currency pairs. It also includes a clip from Trevor Noah discussing inflation and promotes their website with a subscription discount.
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