The Banking Crisis and the Future of Equity Markets

I think we will get a recession towards the end of the year or the beginning of next year. I also expect that central banks, especially now that they have been able to raise rates quite significantly,. This is one of the fastest tightening cycle that we have seen since the 1980s. At that point, there will be a very clear entry point for another sustained equity market rally in which we can go on for a couple of years.

Play episode from 53:26

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app