The Recession Plot Thickens ft. Mikael Sarwe

What this episode covers

In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets pricing these risks correctly? And, how should investors think about asset allocation in this economic environment? Learn more about your ad choices. Visit podcastchoices.com/adchoices

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This episode is 1 hour and 0 minutes long.

When was this Real Vision: Finance & Investing episode published?

This episode was published on September 24, 2023.

What is this episode about?

In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets...

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