#19 - Energy Stocks are the New Bonds

Macro Mondays - A podcast by Andreas Steno Larsen - Mondays

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Business

We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look.We also cover recent movements on our model portfolio and what changes we see coming up.Hosts: Andreas Steno and Emil MollerGuest: 3Fourteen ResearchUse "macro30" to get 30% off your first purchase at www.stenoresearch.com