Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets. Episode recorded on 3/27.
2:20 – Investing in a banking crisis
4:40 – Recession risk
6:15 – Consumer confidence
7:20 – Potential length and severity of recession
8:40 – Implications of a profit recession
11:30 – Interest rate hikes
13:50 – The hard landing playbook
17:10 – Geopolitics, oil markets, and the US dollar
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