Rich Pickings: Challenging the narrative on recession, inflation and rates
Fidelity Answers: The Investment Podcast
English - July 27, 2023 13:29 - 40 minutes - 37.2 MB - ★★★★★ - 7 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Investor's Guide to China: De-dollarisation (#23)
Next Episode: The Investor's Guide to China: Japanification (#24)
This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri.
And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. You can read more on their discussion here.
See omnystudio.com/listener for privacy information.