#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
Oct 22, 2023•38 min•Season 1Ep. 20
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Episode description
Live from his vacation home in sunny Spain, Andreas hosts the great Steen Jakobsen of Saxo Bank to a talk on commodities, positioning and in particular "Inflation math". Why are we so slow to adjusting our thinking to a high interest and high inflation environment and how should we adapt? Hear a great analysis from Steen as well as an update on our very own portfolio and current research here at Steno Research.
Host: Andreas Steno Larsen
Guest: Steen Jakobsen, Saxo Bank
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