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11min chapter
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
Forward Guidance
Geopolitical Crises and Macroeconomic Impacts
The chapter explores the historical contexts of World War I and World War II to illustrate how markets and economies respond unpredictably to geopolitical events. It emphasizes the challenges in forecasting these impacts and the importance of understanding the transmission channels affecting businesses and portfolios.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode