The Soft Landing Narrative Is a Trap (!)

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 11 February 2023

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

All three major U.S. equity indices are poised to clock in losses this week as investors brace for the latest CPI print due next Tuesday. So, are investors starting to think talk of a soft landing is overdone? George Goncalves, head of U.S. macro strategy at MUFG Securities, thinks it is. In this special extended Daily Briefing he joins Andreas Steno Larsen to unpack the week’s market action and the road ahead for central bank tightening across the globe. Join to understand Goncalves’s investing framework, and be sure to subscribe to learn how he executes it in the second half of the show. We’ll also give you a peek into Real Vision's “The Knitting Show” with Roger Hirst, discussing the changing consensus view on a recession for this year. Plus and Pro members can watch that entire interview here: https://rvtv.io/3YJ06h4 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.7	to the smartest minds in finance.
0:08.8	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
0:16.1	10% off our essential membership for the first year.
0:19.0	Join the ReelVision community and learn how to become a better investor by now to the top
0:22.9	analysis of today's markets.
0:33.4	When will the Fed recognize that this is not a soft landing?
0:37.6	Welcome to the extended ReelVision daily briefing.
0:40.6	My name is Stato and I wish you a happy Friday.
0:43.8	I hope that you will decide to spend the next 60 minutes and great company here on the
0:48.3	channel as we unpack all of the central bank and market action for you together with my
0:54.1	guest, George Consolves, the head of U.S. macro strategy of MUFD securities, George.
1:00.9	It's a pleasure to host you at ReelVision.
1:02.9	Good to see you.
1:03.9	Thanks for having me on and thanks for pronouncing everything right away.
1:06.9	Many people don't know how to pronounce it.
1:08.9	You're a true European, that's for sure.
1:12.0	And I know my Spanish, I guess that's why.
1:15.1	The first 30 minutes we'll spend some time on unpacking your framework around central
1:20.0	banks, George, while we will take sort of a global tour around fixed income markets once
1:26.6	we move to the ReelVision platform after the first 30 minutes.
1:32.0	You can use the QR code, by the way, if you want to follow us to ReelVision after the
	...

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