

China, Insurance and Hawaii, Walmart, and Banking
Aug 17, 2023
Chief US Economist at BNP Paribas and director of Central Bank Policy Research at SGH Macro Advisors discuss US economy and China impact. CEO of Everest talks insurance and Hawaii wildfires. CEO of Marcus & Millichap discusses commercial real estate. Jen Bartashus breaks down Walmart earnings. Chief Geoeconomics Analyst at Bloomberg Economics discusses potential China property crash. Head of Commercial Banking at Citizens Financial talks about the state of banking in the US.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Risks and Challenges for the Economy in Q4
02:10 • 8min
Cognitive and Emotional Biases in Financial Decision-Making
09:48 • 7min
Bank Leadership Transition and Economic Outlook
16:45 • 11min
Opportunities in Insurance and the Impact of the Pandemic on Commercial Real Estate
27:40 • 3min
The Impact of Time and Recession on Working in Isolation
30:16 • 17min
Exploring Cognitive Biases in Financial Decision-Making
47:26 • 3min
Geopolitics, Economics, and China
50:36 • 8min
Balancing Risky Propositions and Insights on Geopolitics and Economics
59:05 • 2min
Assessing the State of Companies and the Market
01:01:06 • 4min
Diversified Business Model, Bank Proposals, Loan Growth, and University Research
01:05:10 • 4min