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Real Vision: Finance & Investing

5 Questions, 3 Guests: Mike Coolbaugh, Diego Parrilla, and David Higgins

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.11.1K Ratings

🗓️ 7 January 2023

⏱️ 12 minutes

🧾️ Download transcript

Summary

Welcome to the latest edition of V Questions, where expert guests answer 5 questions in 1 take with zero preparation. On today’s show, Mike Coolbaugh, Diego Parrilla, and David Higgins share their thoughts on the trajectory of inflation in 2023, the likelihood of a severe recession, and why volatility is hardly a bad thing for prepared investors. Are you ready to ride the new wave? 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.

0:30.0

In the final installment of V questions, we're aiming to get you set up for the new year with a quick market take from three different guests.

0:57.6

Real Vision's Michael Kool-Baw, Diego Barrilla from Quadriga Asset Management,

1:02.6

and David Higgins of Care Hill for their views on what's to come in 2023.

1:12.6

Yeah, I think inflation has and has peaked.

1:17.6

You know, I'm not an economic forecaster,

1:20.6

so I don't want to put a specific figure on it.

1:23.6

But I think we'll be sucking sort of this higher range of, say, four to five, maybe even six percent for quite a while,

1:33.0

because you do have a lot of these different aspects of de-globalization or reworking of supply chains.

1:40.6

You have, you know, the commodity demand and supply story.

1:46.6

So I do think that inflation will continue to trend lower,

1:51.6

but it's not going to be back down to one, two percent.

1:55.6

We'll probably be stuck, you know, a little bit more elevated than we're used to.

1:59.6

I think inflation is going to stay quite volatile.

2:03.6

The short term, I think there are some reasons to believe that inflation might come down.

...

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