The Recession Plot Thickens ft. Mikael Sarwe - a podcast by Real Vision

from 2023-09-24T08:00

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In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets pricing these risks correctly? And, how should investors think about asset allocation in this economic environment?
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