#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
Dec 31, 2023•53 min
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Episode description
How are markets positioned for 2024?
We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against the consensus in various asset classes.
Will the Soft Landing narrative prevail or will tail scenarios unfold in 2024?
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