5 Questions, 3 Guests: Mike Coolbaugh, Diego Parrilla, and David Higgins
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 7 January 2023
⏱️ 12 minutes
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Summary
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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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