Art Of Boring
Quarterly Update | Q1 2023 | EP132
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:17:50
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Sinopse
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis. Highlights: The slow-moving impacts of central bank policy on inflation Our banking exposure Why it’s important for investors not to fear recessions Asset mix update