Two tribes
Manage episode 407405312 series 3560908
Robeco에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Robeco 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Tune in to hear Arnout van Rijn explain his song choice of the week, in light of:
- More conciliatory language being used by Chinese and US leaders regarding trade and investment relations
- The continuing war on inflation, and liquidity tightening as a powerful policy tool
- Mixed news from emerging markets, but an overall positive story on valuation discounts and prospects
- The ongoing tech rally and the wall of worry
Length without disclaimer: 14 minutes.
This podcast features material by fair use guidelines. All rights reserved to the copyright owners
38 에피소드