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Essential

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The Deep Dive

Is the Business Cycle Rebounding?

Christophe Ollari on China, inflation, a central bank pivot, performance in the East and West, and more.

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Details Chapters

Featuring Christophe Ollari and Andreas Steno Larsen

Jul 12, 2023 • 53 minutes

Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next.

The world's premier finance and business interview series. The smartest minds in finance sit down for incredibly deep-diving discussions. Peer-to-peer conversations between the rock stars of the financial world.

The world's premier finance and business interview series. The smartest minds in finance sit down for incredibly deep-diving discussions. Peer-to-peer conversations between the rock stars of the financial world.

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