82. Andreas Steno Larsen and The Macro Endgame

Andreas Steno Larsen from Heimstaden (real estate investment), @AndreasSteno (Twitter) and The Macro Trading Floor (podcast) talks about commodities, gold, USD, inflation, rate hikes, and the macro endgame with Antiloop's Anna Svahn and Martin Sandquist

01:01: Introduction of Andreas Steno Larsen

01:50: The macroeconomic environment

03:44: About inflation

06:30: Stagflation and portfolio positioning

07:50: Flat gold price

13:52: Shanghai lockdown

16:30: Commodities supercycle

18:55: Views on uranium and nuclear power

19:45: Macro end game

21:52: Future of the USD