The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
In this video, Chief Investment Officer Steen Jakobsen and Ole Hansen, Head of Commodity Strategy, discuss:
• The unsustainable equity rally
• The mispricing of unemployment and the importance of company earnings
• The potential issues ahead for Europe
• Structural support for Gold and near term price targets
• Oil’s month of pain and the implication of the storage crunch
• The discrepancy between Oil futures and forward looking energy assets