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.

Andreas Steno, en investeringsekspert, advarer om en udfordrende september for tech-giganter, mens Mikkel Rosenvold analyserer den overdrevne panik på den geopolitiske scene. De diskuterer, hvordan rentenedsættelser og markedstendenser påvirker aktiemarkedets fremtid. Samtidig kigger de på guldpriserne som en sikker havn i usikre tider, med fokus på lande som Polen, der øger deres reserver. Anders Olsen bidrager med at navigere i denne komplekse finansielle labyrint.