13 November 2023
Episode 475
15 minutes
We are joined by two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management that explores whether the US is set for another “Roaring Twenties”. The economy has evolved in unexpected ways this year, so Jason Draho and Paul Hsiao are here to explain why the macro picture is so unusual and what the secular trends are that will shape the supply side for good (and bad) this decade.
13 November 2023
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