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Podcast: Good Value
Episode:

Ian Harnett: Can the US sidestep recession & the big risk no one is talking about
Category: Business
Duration: 00:33:55
Publish Date: 2023-07-13 04:38:11
Description:

Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms. 

In this conversation with Alison Savas, Ian discusses why he believes the west has a "vanishingly small" chance of avoiding recession, but explains how a new source of liquidity in global markets could be a game changer.

He also shares his views on stock market valuations and one big risk factor he believes most are overlooking. 

Key times:

  • Can the US & the west sidestep recession? 02:20
  • The critical data points ASR is monitoring closely 05:30
  • Can the Fed restore balance in the labour market? 8:50
  • Non-bank financials & the liquidity crunch: 11:10
  • Outlook for non-residential investment and fiscal deficits: 16:00
  • Why US equities are overvalued: 20:40
  • Valuations of European and Chinese equities: 21:30
  • Can China keep growing? 22:30
  • The big risk investors are overlooking in today’s market: 28:10
Total Play: 0