

A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
7 snips Jan 1, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
Macro Trading Floor - What's Your Top Voter?
02:51 • 2min
The Energy Trade in Stock Space in 2022 - The Best Setup
05:13 • 3min
The Worst Trade of 2023
07:54 • 3min
Asset Allocation in 2023
10:44 • 3min
Macro Markets - What's Next?
13:28 • 5min
The European Inflation Slash Business Cycle Lacked the Business Cycle of the US
17:59 • 3min
Euro Curve Cash Back - Is That Really Possible?
21:13 • 3min
The Positioning Extremes for 2023
24:19 • 4min
Energy
28:27 • 3min
Equity Valuations Aren't Cheap, Right?
31:12 • 4min
How Will Liquidity Affect ETFs in 2023?
35:08 • 3min
The Six Quickies, Andreas
38:24 • 2min
I'm Going to Say Lower, but It's Not Easy
40:26 • 2min
The Best Trade for 2023 and the Worst Trade for 23
42:04 • 2min
Macro Compass
44:03 • 3min