The “synchronized recovery” narrative is falling apart as Chinese and European growth begins to slow… (This largely explains the spike in volatility this year!)What comes next?In this special edition of Real Conversations, renowned economist, portfolio manager and author Daniel Lacalle dissects Wall Street’s “synchronized global recovery” narrative in an in-depth discussion with Hedgeye CEO Keith McCullough.
Ep 41 - Real Conversations: The "Synchronized Global Recovery" Is Falling Apart with Daniel Lacalle | Hedgeye Podcasts - Listen or read transcript on Metacast