Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart

The cyclical rotation of asset markets is ongoing and the Manufacturing sector seems to be improving by the month. The consensus is getting very upbeat on the USgrowth picture but what about China and Europe?Is the Rest of the World ready to beat expectations and do you own enough commodities in case?Find our research at https://stenoresearch.com/The FREE newsletter is found at https://stenoresearch.com/freeGuest of the week: Tracy Shuchart of https://hilltowerresourceadvisors....

Om Podcasten

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)  Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe