Robeco Asset Management Podcast

A Swift but thorough look at 2024

Dec 11, 2023
The podcast discusses the cracks in Western economies, a contrarian view on the soft-landing consensus, inflation, geopolitics, Taylor Swift's unexpected success, Warren Buffett's investment partner's lessons, potential risks in 2024, and fund managers' expectations.
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1
Introduction
00:00 • 3min
2
The Variability of Monetary Policy and Economic Downturns
02:35 • 11min
3
The Biggest Surprises of 2023: Taylor Swift's Impact and the Absence of a US Recession
13:06 • 2min
4
Invaluable Lessons from Warren Buffett's Investment Partner and Expectations for the Magnificent Seven Stocks in 2024
15:04 • 3min
5
Potential Risks for Markets in 2024
17:45 • 7min
6
Probability of Scenarios and Potential Risks in the Market
24:52 • 3min