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Buy-Side Meets Sell-Side

The World Is Reflating

But is it demand or supply-driven?

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Featuring Marko Papic and Andreas Steno Larsen

Apr 03, 2024 • 56 minutes

Andreas Steno Larsen, senior markets editor at Real Vision, welcomes Clocktower Group’s partner and chief strategist, Marko Papic, for a deep-dive analysis of the global macro landscape and its intersection with geopolitics. Why is oil hot again? Is high inflation back? And is China's economy experiencing a comeback or a head-fake? Real Vision members can save 40% off an annual subscription to Andreas’ Steno Research by using code RV40 here: http://realvision.com/steno

Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

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