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Ep40: Rohit Sipahimalani on Private Credit, Generative AI and The Rise of India

Leaders with Joe Cass

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Analysis of Global Economic Environment and Market Outlook

Discussion on the fragility of the global economy, geopolitical tensions, upcoming election year, US consumption and investment, weaker economic outlook in Europe, slowing momentum in China, high valuations in US equity markets, balanced risk in Europe, importance of long-term perspective in investing, potential for high interest rates, inflation, national protectionism, climate change, and disruptive impact of AI on industries.

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