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.

Guest Marvin Barth discusses the CPI report, China's air pollution, and the business cycle watch. Topics include hidden recessions in China, inflation concerns, global economic impact of China's policies, and economic analysis of COVID-19 lockdown impact on global markets.