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31min chapter
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
Macro Mondays
Implications of Globalization Shift on Credit Events
The hosts and guest speaker Marvin Barth reflect on the lack of macro credit events in 2023, attributing it to a fundamental shift in the economy towards localized production. They discuss winners and losers in this shift and explore the potential alpha within credit and its impact on the corporate sphere.
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