Name: Macro Investing Masterclass, with Chris Watling & Patrick Armstrong
Uploaded: 2023-11-30T11:27:05.880506+00:00
Duration: 2596 s
Channel: Vox Markets

Vox Markets

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

Global economy, inflation & interest rates

China

Stock markets, profit margins & corporate earnings

Are cheap UK & European equities value plays & value traps

Fixed income & bonds

Money Supply

Key risks, favourite investment ideas & which sectors to avoid

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/728/006728/video_clyKDUb.mp4