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26min chapter
A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)
The Market Huddle
Navigating Economic Shifts
This chapter examines the evolving economic landscape, spotlighting the challenges posed by de-globalization and rising geopolitical risks. It highlights the shifts in fiscal policy towards expansionary measures, contrasting them with past austerity trends, and discusses their implications on financial markets. The conversation uncovers the evolving roles of bonds in investment strategies and outlines the vulnerabilities facing economies like Canada's amid rising interest rates.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode