82. Andreas Steno Larsen and The Macro Endgame
May 05, 2022•29 min
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Episode description
Andreas Steno Larsen from Heimstaden (real estate investment), @AndreasSteno (Twitter) and The Macro Trading Floor (podcast) talks about commodities, gold, USD, inflation, rate hikes, and the macro endgame with Antiloop's Anna Svahn and Martin Sandquist.
01:01: Introduction of Andreas Steno Larsen
01:50: The macroeconomic environment
03:44: About inflation
06:30: Stagflation and portfolio positioning
07:50: Flat gold price
13:52: Shanghai lockdown
16:30: Commodities supercycle
18:55: Views on uranium and nuclear power
19:45: Macro end game
21:52: Future of the USD
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