Episode 8
Economic surprises, market healthcheck and a peak at the future of AI
Talking Capital · Capital Generation Partners
April 27, 202335m 31s
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Show Notes
In this episode, Ian and Robert discuss:
- Flash PMIs: with the recent data surprising to the upside - are we looking at a materially healthier global economy?
- Equities vs bonds: with the recent divergence between equities and bonds now showing in volatility - what's going on and why?
- AI: where are we in the evolution of AI?