Andreas Steno Larsen continues the 3-part course on investing along the business cycle. In Part 2, Andreas looks at the role of liquidity, growth, and inflation in the business cycle and their impact on global markets. He outlines some of his favourite indicators he uses to track changes in the business cycle and position his portfolio for success. For slides on part 2 of this Academy Sessions click here: https://rvtv.io/TBC-part2 Part 1: https://www.realvision.com/shows/academy-sessions/videos/the-importance-of-the-business-cycle-part-1-0agK Part 3: https://www.realvision.com/shows/academy-sessions/videos/asset-allocation-across-the-business-cycle-part-3-pqDa