Summary: This Special Edition of the podcast features an interview with Saxo CIO Steen Jakobsen, who looks back at a remarkably brutal year for investors on the double whammy of bear markets in both bonds and equities, and looks ahead at 2023. In particular, the conversation considers the misguided optimism for next year that is ironically based on a base case of disinflation, recession and an eventual return of central bank easing. Are markets ready for a more positive outcome for the real economy? John J. Hardy hosts.
Listen to today’s podcast - slides are available via the link.
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