28 min listen
The ‘Soft Landing’ Skeptics Are Still Out There with Deutsche Bank's Jim Reid
The ‘Soft Landing’ Skeptics Are Still Out There with Deutsche Bank's Jim Reid
ratings:
Length:
50 minutes
Released:
Feb 23, 2024
Format:
Podcast episode
Description
Jim Reid, Deutsche Bank’s global head of economics and thematic research, joins to explain why he thinks a US downturn may still be on the way. He also thinks the US stock market is nearly the most concentrated it’s ever been, and that's not good. The top five stocks in the market make up almost a quarter of the market cap of the S&P 500, and combined with the next two, the “Magnificent 7” stocks are bigger than the Chinese market and four times the size of the UK market. Plus, Bloomberg Opinion columnist John Authers joins to debrief on Jim's comments and tell us why he thinks Japan has reached a point of no return. See omnystudio.com/listener for privacy information.
Released:
Feb 23, 2024
Format:
Podcast episode
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