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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582

The Meb Faber Show - Better Investing

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Navigating Economic Recession and Consumer Behavior

This chapter explores various recession risks by drawing parallels between economic trends and human mortality. It discusses the complexities of public debt, the impact of tariffs, and consumer sentiment, emphasizing the differences in spending behaviors and investment tendencies across cultures. The conversation highlights an optimistic take on the current economic climate while urging a focus on actual economic behaviors over sentiment surveys.

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