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Andreas Steno Larsen joined us on Milk Road Macro to break down why the bond market might have entered a structural bear market. Yet at the same time, liquidity is still flooding into risk assets. And AI stocks and semiconductors keep ripping higher despite rising yields, inflation fears, and geopolitical chaos. How does that math work? That's what we get into. And the answer changes how you should think about pretty much every asset class right now. Two opposite things can be true at the same time. That's where the opportunity is hiding.

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⁠⁠⁠⁠⁠⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠⁠⁠⁠⁠⁠

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🎙 GUEST INFO 🎙

Andreas Steno Larsen: https://x.com/AndreasSteno

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

Why 2026 Could End In A Massive Blow-Off Top w/ Andreas Steno Larsen

Milk Road Macro

Why 2026 Could End In A Massive Blow-Off Top w/ Andreas Steno Larsen