All into Account cover image

All Into Account: 2024 Year Ahead Outlook

All into Account

00:00

Analysis of Equity Multiples, Credit Spreads, and the Global Economic Outlook

The speakers discuss the current state of equity multiples and credit spreads, highlighting troubling signs of delinquencies and a potential economic slowdown. They express skepticism towards soft landing scenarios and emphasize the possibility of a recession, reflecting on the potential impact and past themes of resilience and persistence in the economy.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app