Andreas Steno

Andreas Steno, a macro and business-cycle analyst and founder of Steno Research, joins the conversation to explore the evolving landscape of finance. They discuss the shift from central bank liquidity to private credit creation, highlighting its global implications. The duo also dives into how AI and demographics are driving the need for robotics and automation. They dissect the mainstream adoption of the debasement trade across gold and crypto, and forecast an investment cycle extending into 2026 with promising thematic equity opportunities.

In a lively discussion, economist and investor Andreas Steno shares his insights on navigating the world of investments. He emphasizes why young people should embrace risks early on and how AI is reshaping job markets and investing strategies. Steno recounts personal investment blunders and highlights the crucial role of economic freedom in achieving financial independence. The talk also delves into the potential of quantum computing and the shift towards raw materials, urging listeners to adapt their strategies in an ever-evolving economy.