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Listen "Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about"
Episode Synopsis
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: 20:30
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
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: 20:30
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
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