This episode is brought to you by London Business School.

Looking to accelerate your business, or understand the opportunities in AI or ESG,

are you thinking about taking the plunge into entrepreneurship?

Or about what leadership skills will take you to the next level?

To listen to the latest insights and discussion from LBS faculty,

subject experts and industry insiders,

look for podcasts from London Business School.

Navigate the now and be prepared for what's next with London Business School.

Hey everyone, if you like this podcast,

go behind the pay wall to get privilege access to the smartest minds and finance.

Join the Real Vision community and learn how to become a better investor.

Visit RealVision.com slash RVPod and use the promo code

podcast10 to get 10% off our central membership for the first year.

And now to today's episode.

In this episode of V questions, Felix Zulof and Colin Roche, two guests that each have major concerns about the state of the global economy,

but also believe there will be opportunities for investors in the coming years,

offer their views on some of the most important matters in capital markets right now.

I don't know if anybody really knows, but I think that I think inflation peaked.

I mean, the core PCE, which is what the Fed looks at peaked in January, it looks like.

So it peaked early this year, but it's remained more elevated than they're comfortable with.

So I think that's the bigger concern that it's going to kind of move sideways.

I think there are serious disinflationary headwinds going into 2023.

...