#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Macro Mondays
00:00
Recession Risk and Asset Allocation
In this chapter of the podcast, they discuss the possibility of a recession and asset allocation amidst the uncertainty. They invite experts to share their perspectives on the Federal Reserve's cautious approach, extreme moves in traded food commodities, inflation expectations, and the divergence between oil prices and demand. The chapter also explores the relationship between manufacturing and services, potential triggers for de-risking portfolios, and the importance of contingency plans and preparation in investment portfolios.
Transcript
Play full episode
