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Charting the Course of the Global Economy

Charting the Course of the Global Economy

Richard Koo and Cullen Roche peer into their global economic crystal ball.

Real Vision: Finance & Investing Β· Real Vision Podcast Network

August 12, 20231h 7m

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Show Notes

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Richard Koo, chief economist at Nomura Research Institute, is renowned for his expertise on balance sheet recessions. He joins Discipline Funds CIO Cullen Roche in this can’t-miss, peer-to-peer review of Koo's economic framework, the impact and efficacy of QE in balance sheet recessions, the potential GDP dominance of emerging economies like China and India, and the possibility of U.S. real estate stagnation.

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