

Steno's Signals: What the Red Sea Crisis Means for Inflation
Feb 11, 2024
Crypto expert Andreas Steno Larsen analyzes the risk factors for rising inflation due to the Red Sea crisis and increasing freight rates. They discuss the implications of attacks on ships, potential large-scale attacks, and the failures of US reassurance. They also explore the impact of the crisis on inflation, retail spending, and financial markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Current Situation in Red Sea and Swiss Canal: Container Ship Crossings, Attacks, and Rerouting
03:22 • 3min
Surprising Potential for Large-Scale Attacks and Impact on Global Shipping Lanes
06:04 • 3min
The Failures and Challenges of US Reassurance in the Red Sea
09:07 • 9min
Potential for Peace and the Impact on Inflation
18:22 • 3min
Divergence in Retail Spending: Implications for Inflation and Financial Markets
20:53 • 4min
The Red Sea Crisis and its Impact on Inflation
24:42 • 3min