Ep30: Joyce Chang on Market Themes, Defi and Working with Jamie Dimon
Leaders with Joe Cass
00:00
The Third Key Theme: The Global Supply Chain Crisis
High inflation is pushing central banks to tighten the monetary policy in a much more aggressive way. The increased inequalities that have been exacerbated by the pandemic and now the energy on food crisis, which fuel arise in populism across developed and developing economies. A third key theme is around the reshuffling of global flows. And we think that we are really have now an inflection point that is looming.
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