#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
Macro Mondays
00:00
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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