Analyzing Market Value Gaps and Sector Expensiveness

We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs? 

We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

Check out the episode on youtube to see the videos & memes we look at.

Remember to check out the links below.

Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
 15% Discount Code: realvision

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Host: Andreas Steno & Mikkel Rosenvold

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