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Buy-Side Meets Sell-Side

How to Trade Recession Risk

Hugh Hendry on whether the world is heading to recession -- and how to prepare for it.

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Featuring Hugh Hendry and Andreas Steno Larsen

Jul 14, 2023 • 45 minutes

Is the world already in recession? Andreas Steno Larsen invites Hugh Hendry to share his perspective on the world's current economic status and where he sees recession risk. They explore the best trading and portfolio construction strategies for a recession, and Hugh shares his high conviction bets for this macro cycle.

Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

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