Macro Investing Masterclass, with Chris Watling & Patrick Armstrong
Episode 1726, Nov 30, 2023, 01:02 PM
(Watch the video interview HERE)
In this Xmas edition of Macro Investing Masterclass, Chris Watling (CEO Longview Economics) & Patrick Armstrong (CIO Plurimi Wealth) run through their 2024 predictions wr:
00:00 Global economy, inflation & interest rates
09:55 China
13:00 Stock markets, profit margins & corporate earnings
20:25 Are cheap UK & European equities value plays & value traps
25:15 Fixed income & bonds
28:00 Money Supply
31:40 Key risks, favourite investment ideas & which sectors to avoid
In this Xmas edition of Macro Investing Masterclass, Chris Watling (CEO Longview Economics) & Patrick Armstrong (CIO Plurimi Wealth) run through their 2024 predictions wr:
00:00 Global economy, inflation & interest rates
09:55 China
13:00 Stock markets, profit margins & corporate earnings
20:25 Are cheap UK & European equities value plays & value traps
25:15 Fixed income & bonds
28:00 Money Supply
31:40 Key risks, favourite investment ideas & which sectors to avoid