
Episode 10
Battle of the titans: the US and China, large vs small cap and the outlook for Japan
Talking Capital · Capital Generation Partners
May 25, 202331m 15s
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Show Notes
In this episode, Ian and Robert discuss:
- The US debt ceiling: major threat or tail risk?
- Corporate earnings: how have markets responded?
- Emerging markets: how concerning is the rising tension between China and the West?