Andrease Steno Larsen is the Chief Global FX and Rates Strategist at Nordea. He joined us to discuss:
00:21 - What’s next for the Fed, US Dollar, and real rates?
4:04 - Bond holders to get crushed
5:06 - 1970s style inflationary scare ahead?
7:59 - How long can the money printing continue?
9:21 - Why own gold in an environment like this?
11:46 - Will the US see a lost decade in stocks?
14:05 - Early Stage Opportunity in Chinese Equities?
18:21 - European Equities
19:40 - Emerging Markets
21:47 - Where to learn more
Find more of Andreas at:
Twitter: @AndreasSteno
Where to find THE EARLY STAGE INVESTOR:
Twitter: @TheEarlyStage
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