53:57
Essential
•The Deep Dive
Is the Business Cycle Rebounding?
Christophe Ollari on China, inflation, a central bank pivot, performance in the East and West, and more.
Featuring Christophe Ollari and Andreas Steno Larsen
Jul 12, 2023 • 53 minutes
Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next.
Show MoreThe world's premier finance and business interview series. The smartest minds in finance sit down for incredibly deep-diving discussions. Peer-to-peer conversations between the rock stars of the financial world.
More EpisodesThe world's premier finance and business interview series. The smartest minds in finance sit down for incredibly deep-diving discussions. Peer-to-peer conversations between the rock stars of the financial world.
More Episodes
COMMENTS
Sort ByAccess Essential Content
This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
See Our PlansAlready have an account? Log In