Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
The Difference Between Jan Hotsius and David Merical
03:27 • 2min
The Biggest Uncertainty Is Around Core Goods and Housing
05:25 • 2min
When Do You Think We're Going to Have a Recession?
07:28 • 2min
What Are Your Market Views on China?
09:24 • 2min
Do You Think Clients Should Stay Invested?
11:38 • 3min
Do You Think US Preeminence Will Fade to the Background in 2023?
14:28 • 4min
Is This a Good Time to Overweight?
18:23 • 1min
What Risks Are You Most Angry About?
19:53 • 2min
Exchanges at Goldman Sachs - Part 2 - 2023
22:11 • 3min