Real Vision: Finance & Investing Is the Business Cycle Rebounding? with Christophe Ollari
Jul 29, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 4min
The Fed's Predictions for Inflation
03:40 • 3min
The Role of Confidence in Central Bank Communication
06:12 • 2min
When Is a Pivot Feasible for the Fed?
08:09 • 2min
The Importance of the Job Market in the US
09:57 • 3min
The Inflation Debate Over the Next Three to Five Years
13:08 • 2min
How to Asset Allocation in a Near-Tirper First Year
15:11 • 2min
The US Economy Is Rebounding, Not Just Feeling Better
17:09 • 3min
Positioning and Sentiment in the Global Fall Manager
20:00 • 4min
The Importance of Interest Rate Volatility in Systematic Trading Strategies
23:54 • 3min
The Role of Volatility in Interest Rates
26:32 • 2min
The Bank of Japan's Move to Pull the Rock From Under the Local Bond Market
28:49 • 5min
The Importance of the Japanese Wage Formation for the Trends
33:29 • 3min
The Impact of the Grand Reopening on the Chinese Economy
36:33 • 4min
The R Star in the US Economy
40:22 • 3min
The Latin American Investment Case and the Macroeconomic Picture
43:18 • 3min
The Impact of Big Player Loading on Risk
46:03 • 2min
The Heng Singh Index Is Now Down for Two Years in a Row
47:55 • 2min
The VISTA Cycle Has Rebounded and Should We Continue to Invest in Equity?
50:10 • 4min
The Real Vision Keep Dive Interview Series
53:54 • 2min