#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

How are markets positioned for 2024? We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes. Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024? Happy New Years from the entire team at Steno Research14-days free trial available at:https://stenoresearch.com/subscribe/Hosts: Andreas Steno & Mikkel RosenvoldIf you enjoy our content, Please subscribe to our ...