Rich Pickings: Outlook 2024 - Four ways forward
Fidelity Answers: The Investment Podcast
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No Recession, High Inflation, and the Possibility of a Crash
The chapter explores the scenario of no recession and resilient economic growth, while highlighting the potential drawbacks of high inflation rates and central banks hiking interest rates. The speakers discuss the need to cleanse the system from debt burdens and the demand destruction caused by the COVID boom, as well as strategies for positioning defensively and investing in high yield and gold. They also analyze the impact of rates on equities and delve into the potential scenarios for China's economy next year.
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