Jan Hatzius, chief economist at Goldman Sachs, discusses the decreasing odds of a recession. Yale Law School professor Zachary Liscow highlights the differences between infrastructure investment and manufacturing capacity in the US. Gregory Peters from PGIM Fixed Income believes fixed income ETFs still have growth potential. Jon Klein, co-founder of HANG Media, addresses the challenges traditional media faces against tech giants. These insightful discussions illuminate market dynamics, infrastructure hurdles, and the shifting landscape of media.

Gregory Peters, Co-CIO at PGIM Fixed Income, discusses managing a diverse fixed income portfolio, dual leadership benefits, navigating credit risks, shifting interest rate expectations post-COVID, and the transition to fiscal stimulus-heavy 2020s. Insights on tax policies, mentor influences, and US Treasuries investment strategies are shared.

Gregory Peters, global fixed income perspective, discusses weakflation in the US economy, the risk of recession, shifts in the global economy, recent gyrations in the bond market, changing demand for US treasuries, debt sustainability, outlook for emerging markets excluding China, central bank response function, and implications of inflation on Fed policy.