Episode 26
GRANOLA, recessions and the outlook for public and private credit
Talking Capital · Capital Generation Partners
February 22, 202431m 10s
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Show Notes
In this episode, Ian and Robert discuss:
- GRANOLA: are Europe's largest stocks healthy for markets? Is concentration no longer just a US problem?
- Recession: what do recessions in the UK and Japan mean for investors?
- Credit: how are we using credit in portfolios, and is public or private more attractive?