Episode 1
2023 primer: macro recap, recession risk and current investment opportunities
Talking Capital · Capital Generation Partners
January 23, 202330m 58s
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Show Notes
In this episode, Ian Barnard and Robert Sears discuss:
- Macro recap: how did we end the year in terms of global economic health and inflation, and what’s on the horizon now?
- Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection?
- Investment opportunities: what opportunities are you actively monitoring at the moment and why?