Macro Mondays

#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

Dec 31, 2023
Guest
Marvin Barth
Marvin Barth from Thematic Markets joins the hosts to discuss the consensus outlook for 2024 and the pros/cons of betting against it. Topics include the ongoing war between Russia and Ukraine, the potential return of Donald Trump, debunking predictions, implications of a globalization shift on credit events, and concerns about future political instability in the US.
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Episode notes
1
Introduction
00:00 • 2min
2
The Ongoing War: Russia vs Ukraine
02:18 • 7min
3
The Potential Return of Donald Trump and its Impact on Russia and Ukraine
09:39 • 3min
4
Assessing Predictions and Outcomes
12:46 • 2min
5
Implications of Globalization Shift on Credit Events
14:21 • 31min
6
Political Instability and Future Concerns
45:03 • 8min