Risks and equity markets

In this podcast, Alastair Pinder discusses the top risks that investors should be concerned about, including geopolitical risks, sticky inflation, China slowdown, and housing market instability. The episode emphasizes the need to assess the level of concern by determining the risks already factored into valuations and equity prices. They also discuss the significance of comprehending market pricing of risks, quantitative analysis of risks in equity markets, and the current state of the global economy and geopolitics.