Macro Investing Masterclass with Chris Watling, CEO of Longview Economics & Edmund Shing, CIO of BNP Paribas Wealth Management
Episode 1478, Jun 08, 2023, 02:27 PM
Find out in this fascinating discussion, where capital market experts Chris Watling (CEO Longview Economics) & Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation & equities are heading. Alongside highlighting which sectors & stocks currently look attractive.
Equity outlook. 00:00
With the VIX at 15, is it time to consider buying cheap downside protection? 02:28
Key takeaways from Q1’23 earnings season. 03:24
Is the banking crisis over? 08:24
What about fixed income? 10:57
How sustainable is today’s AI mania? Who will be the losers? 15:21
Where is AI being used in the capital markets? 20:45
Has China’s reopening stalled? 26:30
Does the commodity super cycle still have legs? 32:35
Where is oil heading? 33:30
Health of the consumer. 38:35
Are small/mid stocks attractively priced? 40:15
Currency outlook. 41:03
What to monitor over the next month? 44:30
Equity outlook. 00:00
With the VIX at 15, is it time to consider buying cheap downside protection? 02:28
Key takeaways from Q1’23 earnings season. 03:24
Is the banking crisis over? 08:24
What about fixed income? 10:57
How sustainable is today’s AI mania? Who will be the losers? 15:21
Where is AI being used in the capital markets? 20:45
Has China’s reopening stalled? 26:30
Does the commodity super cycle still have legs? 32:35
Where is oil heading? 33:30
Health of the consumer. 38:35
Are small/mid stocks attractively priced? 40:15
Currency outlook. 41:03
What to monitor over the next month? 44:30