Recession: Past, Present, or Future?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 26 January 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. economic growth rose 2.9% in Q4 2022, down 0.3% from the prior quarter but stronger than forecasts. Markets rallied on the news, as some investors saw cooler-but-growing GDP as proof that a soft landing may be possible. Andreas Steno Larsen joins Maggie Lake to explore some mysterious data contradictions now popping up — and why a recession may have started many months ago. Then, Francis Gannon of Royce Investment Partners joins the show to dive into why small-caps may offer equity investors the best value in this market environment. 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.
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0:51.0	By now to the top analysis of today's markets.
1:01.0	Recession, pass, present, or future, is it going to happen?
1:05.0	Where are we?
1:06.0	Hi everyone, welcome to the ReelVision Daily Briefing.
1:09.0	We're going to take a look at the state of the U.S. economy today.
1:12.0	And from there, figure out whether a small cap stock should have a place in your portfolio.
1:16.0	Joining me today is Frances Ganon, Co-Chief Investment Officer at Royce Investment Partners.
1:21.0	And my colleague, Andrea Stinnell-Arson.
	...

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