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2023 primer: macro recap, recession risk and current investment opportunities
Episode 123rd January 2023 • Talking Capital • Capital Generation Partners
00:00:00 00:30:57

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In this episode, Ian Barnard and Robert Sears discuss:

  • Macro recap: how did we end the year in terms of global economic health and inflation, and what’s on the horizon now?
  • Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection?
  • Investment opportunities: what opportunities are you actively monitoring at the moment and why?

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1. 2023 primer: macro recap, recession risk and current investment opportunities
00:30:57