

Repricing Risk Assets in a Higher Rate Environment
Oct 23, 2023
The podcast discusses the need for repricing risk assets to reflect higher interest rates. It also covers the impact of high interest rates on the economy, wage growth leveling off, consolidation in the oil industry, and deterring Iran's involvement in the Middle East
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Impact of Mega-Tech and AI on Earnings and Long Duration
01:56 • 12min
Compensation for Risk and Bearish Outlook on the Economy
14:01 • 3min
Sustainability of 5% GDP Growth Rate and Labor Market Challenges
16:42 • 6min
Chevron's Acquisition in Guyana
22:22 • 6min
Discussion on Oil Production Cuts and Doubts about US Buying Target
28:28 • 2min
Current State of Global Fixed Income and the Impact on Equities
30:10 • 8min