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Hidden Forces

How To Assess True Macroeconomic Risk | Philipp Carlsson-Szlezak

Jul 8, 2024
Global Chief Economist at BCG, Philipp Carlsson-Szlezak, discusses assessing macroeconomic risk in a changing environment, emphasizing the need for a flexible approach. They explore failed predictions, media influence, the 'good macro operating system,' business cycle length, and economic decision-making challenges.
57:13

Podcast summary created with Snipd AI

Quick takeaways

  • Shift from a stable economic era requires nuanced, adaptable risk assessment.
  • Importance of active management amidst uncertainties like US government debt crises.

Deep dives

Complexity of Past Macroeconomic Environment and Shifts in Economic Dynamics

The podcast delves into the intricate shifts in the macroeconomic landscape, emphasizing the changing dynamics faced by executives and investors due to the conclusion of a stable economic era marked by heightened trade, flow of capital, and asset prices. The conversation highlights the need for a nuanced approach, moving away from traditional economic models towards contextual adaptability and rational optimism.

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