Special Edition: A look ahead at 2023 with Steen Jakobsen

This Special Edition of the podcast features an interview with Saxo CIO Steen Jakobsen on the outlook for 2023 after a remarkably brutal year for investors in 2022 on the double whammy of bear markets in both bonds and equities. In particular, the conversation looks at the misguided optimism for next year that is ironically based on a base case of disinflation, recession and an eventual return of central bank easing, the impact of China coming back online, and where investors should focus their efforts for achieving returns in coming years. John J. Hardy hosts.

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Intro and outro music by AShamaluevMusic