HeyJaredTalking Capital
Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world.
- Indexed episodes, last 90 days
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- Sep 3, 2026
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- Sep 3, 2026
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2023 primer: macro recap, recession risk and current investment opportunities (opens the original)
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In this episode, Ian Barnard and Robert Sears discuss: Macro recap : how did we end the year in terms of global economic health and inflation, and what’s on the horizon now? Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection? Investment opportunities: what opportunities are you actively monitoring at the moment and why?
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