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Macro Mondays

#24 - The End of US Outperformance? - Guest: Mike Green

58 min • 19 november 2023

We host the great Mike Green for a talk on the outlook for the strong-going US economy in comparison to Europe and Asia.

We also cover the softer-than-expected CPI prints and the subsequent rally in equities and take a victory lap on our Germany trade.

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Hosts: Andreas Steno and Emil Møller
Guest: Mike Green, Simplify Asset Management

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