From Hurricane to Mild recession, What Changed?
The global macro landscape is shifting. Will earnings season bring the markets back down to earth?
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
Earnings season for Q4 2022 kicked off today with both Bank of America and JPMorgan warning of a “mild recession” coming later this year. That’s a long way from the early-2023 crash that many analysts predicted not long ago. So, what changed? Real Vision co-founder and CEO Raoul Pal joins Andreas Steno Larsen for a special two-part edition of the Daily Briefing. Raoul and Andreas will discuss the evolving global macro landscape and the market’s response to new inflation data.
In the second part of the show, we’ll dive deep into Raoul’s 2023 outlook and how he’s positioning himself. That part will be available only to Real Vision members, and you’re not going to want to miss it. If you’re not yet a member, you can start a 7-day trial for $1 and see what you think. Sign up here: https://www.realvision.com/discount10
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