
Daniel Landau
From the Positioning Intelligence team
Best podcasts with Daniel Landau
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Mar 19, 2024 • 17min
Data Assets & Alpha Group: What’s next for European equities?
Exploring recent outperformance in European equities, fundamental rationale for rally, Hedge Funds' buying in, valuation pockets vs opportunity, risks and challenges facing market, data-driven decisions needed, divergence in equity buying patterns, momentum factor risks, strategies for hedging, vulnerable sectors like travel and airlines, updates on central bank meetings and economic data