Steen Jakobsen
Chief investment officer, macro strategist, and longtime market commentator known for publishing the 'Outrageous Predictions' and for strong, provocative macro views on currencies, debt, and state-driven economic shifts.
Top 3 podcasts with Steen Jakobsen
Ranked by the Snipd community
22 snips
Jan 5, 2024 • 1h 3min
An ‘Outrageous’ Prediction That American Capitalism Is Ending with Steen Jakobsen
Steen Jakobsen, Chief Investment Officer at Saxo Bank, discusses Saxo Bank's 'outrageous predictions' for 2024, including the end of American capitalism with tax-free government bonds. The conversation explores the increasing influence of government in the financial market and the rise of government regulations. They also touch on the potential risks of AI, investment strategies for retail investors, and predictions for the future.
20 snips
Oct 22, 2023 • 38min
#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
Expert in commodities and positioning at Saxo Bank, Steen Jakobsen, joins Andreas to discuss inflation math and its importance. They analyze the current economic trends, inflation situation in Japan, yield curve uninversion as a recession signal, factors contributing to inflation, trade opportunities in natural gas, and the importance of a steeper U curve in the US dollar curves.
17 snips
Feb 18, 2026 • 53min
GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen
Steen Jakobsen, CIO and macro strategist known for provocative "Outrageous Predictions," offers a contrarian take on shifting global power, currencies, and debt. He discusses dollar regime risk, state capitalism and fiscal dominance. He explores AI’s ambiguous productivity effects, market concentration risks, commodity repricing, and gold as a debasement signal.
