Opto Sessions – Invest in the Next Big Idea cover image

Andreas Steno – A Macro Framework: Regime Indicators & Beta-Trackers

Opto Sessions – Invest in the Next Big Idea

00:00

Stenow Research - What's the Difference?

Stenow research's approach is to say things exactly as they are. We don't have any politics that we need to consider, which is an advantage in the current market. I've spent most of my career trying to navigate so-called structural liquidity - central banks and treasuries. And I find structural liquidity to be one of the most important measures that you need to stay on top of to asset allocate in a tricky macro environment. So liquidity and truth-telling, I would argue those are the two main selling points for standard research.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app