Episode 12
Forks in the road: how we're tackling divergence in economic health, policy and market fundamentals
Talking Capital · Capital Generation Partners
June 22, 202332m 48s
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode, Ian and Robert discuss divergence and disparity in markets:
- Economic health: what are the strengths and weaknesses and are we still expecting a recession?
- Policy: having seen many key economies follow similar routes, is this about to change?
- Markets: the gap between growing momentum in the markets and the health of the economy.