Real Vision: Finance & Investing

Flash Update: Liquidity Will Chart the Course for Markets ft. Andreas Steno and Mikkel Rosenvold

Aug 7, 2024
Andreas Steno Larsen, founder and CEO of Steno Research, teams up with geopolitical expert Mikkel Rosenvold to dive deep into the current state of global liquidity. They discuss how volatility is influenced by geopolitical tensions and market dynamics. The conversation highlights strategic investment opportunities amidst recession fears, analyzing the impact of central bank policies on liquidity and inflation. They also touch on the implications of political shifts, including the upcoming U.S. elections and potential investment in Taiwanese equities.
Ask episode
Chapters
Transcript
Episode notes