IL30: How To Evaluate True Macro Risk? ft. Philipp Carlsson-Szlezak
发布时间 2024-09-11 04:30:00 来源
摘要
Our guest on this episode is Philipp Carlsson-Szlezak, the Global Chief Economist at BCG and author of a new book: Shocks, Crises and False Alarms: How to Assess True Macroeconomic Risk. He explains why it’s wrong to put focus on extreme “doom mongering” predictions - which often turn out to be false alarms. We discuss his intuitive framework for evaluating economic predictions and use it to evaluate the risk of inflation and debt in the coming years.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Philipp on LinkedIn and read his book.Episode TimeStamps: 02:07 - Introduction to Philipp Carlsson03:08 - What motivated Carlsson to write his book?05:13 - A framework for assessing macro risk09:00 - How do we react to doomsayings?11:18 - Covid19 - the perfect example of a false alarm15:15 - The new area of tightness18:27 - It is all about labour cost23:46 - The deflationary power of technology26:46 - The outlook of the labour market32:22 - Why inflation expectations will stay achored in a world of...
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