Why the global economy and markets can continue to outperform in 2024

The hosts discuss the global economy's success in 2024, citing normalization after the pandemic and the impact of monetary policy. They talk about misconceptions and surprises in the market, including the outperformance of equity markets. The podcast analyzes China and Europe's economic performance, highlighting potential growth. The effects of global growth and the Federal Reserve's actions on the US dollar and assets are also discussed. Major risks to the global economy and markets are examined. An analysis of market volatility and asset performance in 2024 is provided, emphasizing the benefits of a diversified portfolio.