Macro Investing Masterclass with Chris Watling amp Patrick Armstrong
>> YOUR LINK HERE: ___ http://youtube.com/watch?v=V1cLyI4psWg
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 amp; 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
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