A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist.
In this episode, Arnout van Rijn discusses:
- Faltering confidence in the globalization model, and clear signs that countries and regions are pursuing independence.
- Part of the outflow of this is the fact that we're ensconced in a 'chip war', to be won by the smart and swift.
- And, despite a US yield curve that's been inverted since last year's independence day, that economy is still not in recession.
- And why he's chosen an iconic song to describe these trends.
Length without disclaimer: 13 minutes.
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