79. Higher for Longer – Navigating geopolitical and other global macro trends in 2024
The Long-Short · AIMA
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Show Notes
It's been almost two years to the day since global central banks embarked on one of the most synchronized rapid monetary tightening cycles in modern-day economic history, to tame runaway higher levels of inflation following the COVID pandemic.
While the worst may be over, central banks caution that with rising government debt and geopolitical tensions all stirring the pot, global financial markets will continue to face mounting challenges.
Amid this period of uncertainty, Anna McCutcheon, co-founder of Shikuma Capital joins Drew and Tom to talk through what is likely to be another fascinating year in global markets.
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