Episode Details
| Title | The Credit Cycle Is Just Getting Started | Andreas Steno Larsen |
|---|---|
| Date | 2/12/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BANKS - Banks are expected to thrive in an environment of increased private credit creation and potential deregulation, particularly in the US and Europe. The European banking sector has shown strong recent performance.
- “Banks will will thrive in this, environment with a skyrocketing private credit creation, Donald Trump not even just removing regulation, just firing old people in charge of regulating the banking sector. Right? It it's going to be the Wild West, meant in a positive way, in the banking system again.” - Andreas (47:04)
- “The European banking index has broken out, and it's on an absolute tear right now. You know? It's it's the best performing sector on Earth, basically, six weeks in a row, something like that.” - Andreas (36:41)
- 🟢 $EUROZONE - 🔒
- 🟢 $MATERIALS - 🔒
- 🟢 $MANUF - 🔒
Bearish:
- 🔻 $GOLD - 🔒
- 🔻 $USBONDS - 🔒