Good Value | Pragmatic Value Investing
Business:Investing
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms.
In this conversation with Alison Savas, Ian discusses why he believes the west has a "vanishingly small" chance of avoiding recession, but explains how a new source of liquidity in global markets could be a game changer.
He also shares his views on stock market valuations and one big risk factor he believes most are overlooking.
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