56:59

EssentialLooking For The Upside

The Anti-Davos Trade

Featuring Marko Papic and Andreas Steno Larsen

Jan 25, 2023 • 56 minutes

Essential

Looking For The Upside

The Anti-Davos Trade

Elites are misunderstanding risk, but here's how to play it in your favor.

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18

Featuring Marko Papic and Andreas Steno Larsen

Jan 25, 2023 • 56 minutes

Despite the backdrop of doom and gloom at the World Economic Forum in Davos, Marko Papic, Clocktower Group’s Chief Strategist is optimistic. He tells Andreas Steno Larsen exactly where he sees upside and why he’s bullish on commodities, China’s reopening, and emerging markets generally. Andreas then turns his attention to trade expression by sharing his favorite plays on this theme including dispersion in commodity sectors and European equities. Recorded on January 17, 2023.

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There's nothing better than scaring the sh*t out of people to drive up ratings and subscriptions, which is why you see doom-mongering everywhere in the media. And that is exactly why we are Looking for the Upside. This weekly show brings you the best minds and traders who always look for opportunities in the tumult and turn them into bright spots.

More Episodes

There's nothing better than scaring the sh*t out of people to drive up ratings and subscriptions, which is why you see doom-mongering everywhere in the media. And that is exactly why we are Looking for the Upside. This weekly show brings you the best minds and traders who always look for opportunities in the tumult and turn them into bright spots.

More Episodes

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