34:59

Essential

•

Daily Briefing

Energy Crisis Part II?

Surging prices and renewed challenges in the energy sector mean that bonds and stocks "have to do the dirty work."

156

5

Featuring Andreas Steno Larsen and Maggie Lake

Sep 25, 2023 • 34 minutes

Andreas Steno Larsen, senior editor at Real Vision and the founder of Steno Research, joins Maggie Lake to discuss the major implications of cyclically higher energy prices, why the traditional 60/40 portfolio may not be suited for today's market conditions, and how AI is reshaping the investment landscape. For more access to Andreas’ independent research, there’s a 40% discount exclusively for the Real Vision community using the code RV40 at https://www.realvision.com/steno

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

COMMENTS

Newest First
Oldest First
Top Rated
Most Discussed
Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

Already have an account? Log In