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26min chapter
Global Macro: The Hidden Force Behind Market Movements ft. Cem Karsan
Real Vision: Finance & Investing
Navigating Market Complexities and Passive Investing
This chapter explores the intricate dynamics of market movements, emphasizing the risks insurance companies face amid catastrophic events and the implications of passive investing. The speakers discuss historical perspectives on capital allocation, the role of the Federal Reserve, and the overarching impact of rising interest rates on equity performance. They also address societal perceptions of economic fairness, highlighting resilience and potential revitalization amidst contemporary challenges.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode