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27min chapter
Wild & Unexpected Predictions for 2025
The Loonie Hour
Market Dynamics and Economic Risks
This chapter explores the current state of equity markets, highlighting the risks posed by high household equity exposure and its potential impact on consumer spending and GDP growth. The discussion delves into wealth disparities, the implications of a K-shaped recovery, and the resilience of GDP amidst volatile equity prices. Additionally, it forecasts economic challenges in Europe, particularly Germany, and analyzes the potential consequences of low probability events on global financial markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode