From Hurricane to Mild recession, What Changed?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 14 January 2023

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Earnings season for Q4 2022 kicked off today with both Bank of America and JPMorgan warning of a “mild recession” coming later this year. That’s a long way from the early-2023 crash that many analysts predicted not long ago. So, what changed? Real Vision co-founder and CEO Raoul Pal joins Andreas Steno Larsen for a special two-part edition of the Daily Briefing. Raoul and Andreas will discuss the evolving global macro landscape and the market’s response to new inflation data. In the second part of the show, we’ll dive deep into Raoul’s 2023 outlook and how he’s positioning himself. That part will be available only to Real Vision members, and you’re not going to want to miss it. If you’re not yet a member, you can start a 7-day trial for $1 and see what you think. Sign up here: https://www.realvision.com/discount10 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,
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0:38.0	Visit ReelVision.com slash RVPod and use the promo code podcast10
0:43.0	at podcast10 to get 10% off our essential membership for the first year.
0:48.0	Join the ReelVision community and learn how to become a better investor.
0:51.0	I'm now to the top analysis of today's markets.
1:01.0	Happy Friday folks and welcome to a slightly special edition of the ReelVision Daily Briefing.
1:07.0	I'm Andrea Stino, sending to you live Friday, January 13th.
1:12.0	And we're trying out something new today on the Daily Briefing.
1:15.0	We'll have a bonus half for our members.
1:18.0	And in the first half of the show, we'll be talking with Raul,
1:21.0	our founder about this week's market action.
1:24.0	All of that stays the same, basically,
1:26.0	but in the second half of the show, we'll dive deep into Raul's latest global macro inside of the report.
	...

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