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Real Vision: Finance & Investing

5 Questions, 3 Guests: Joseph Wang, Andy Constan, and James Helliwell

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.11.1K Ratings

🗓️ 15 January 2023

⏱️ 12 minutes

🧾️ Download transcript

Summary

What’s the trajectory of inflation in 2023? How about the likelihood of a severe recession? There’s no shortage of uncertainty as we look past the holidays, but Joseph Wang, Andy Constan, and James Helliwell have some thoughts on what’s to come. Don’t miss this discussion of how to navigate the markets in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

This episode is brought to you by London Business School.

0:03.8

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

0:08.8

are you thinking about taking the plunge into entrepreneurship?

0:11.8

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

0:15.0

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

0:18.6

subject experts and industry insiders,

0:21.4

look for podcasts from London Business School.

0:23.8

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

0:31.0

Hey everyone, if you like this podcast,

0:34.0

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

0:38.0

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

0:42.0

Visit RealVision.com slash RVPod and use the promo code

0:46.0

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

0:50.0

And now to today's episode.

1:00.0

Our goal at RealVision this year was to help you navigate what some of our guests have called the toughest year ever for investors.

1:20.0

So as we approach 2023, we want to help set you up for success.

1:25.0

That's why this year we're bringing you the questions.

1:28.0

A quick take of our macro guest views on five of the most pressing issues facing the global economy.

1:34.0

In this episode, we hear from FedWatcher and principle of the fedguy.com Joseph Wang.

1:40.0

And the constant the CEO of dampets bring advisors and RealVision's James Hellowell. Enjoy.

1:48.0

Yes, I believe inflation has peaked, but I don't believe we'll come down to 2% anytime soon.

1:54.0

I expect inflation to remain elevated far above the Fed's target, maybe at around 5% in 2023.

...

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