#24 - The End of US Outperformance? - Guest: Mike Green
Nov 19, 2023•58 min
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Episode description
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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