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EssentialThe Essential Conversation

Why There Are Only "Less Bad" Outcomes

Featuring Christophe Ollari and Maggie Lake

Jun 07, 2022 • 34 minutes

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Essential

The Essential Conversation

Why There Are Only "Less Bad" Outcomes

With inflation and war raging and famine threatening, is it any wonder the economy is slowing down?

Featuring Christophe Ollari and Maggie Lake

Jun 07, 2022 • 34 minutes

Europe is headed for recession, according to Christophe Ollari, as the consequences of Russia’s invasion of Ukraine in the aftermath of a global pandemic reverberate across the continent. In conversation with Real Vision’s Maggie Lake, Ollari, founder of Ollari Consulting, explains why the U.S. might avoid recession but suffer stagflation instead. And he traces the Federal Reserve’s policy mistakes back to the Global Financial Crisis, comparing the present post-Covid environment to the period that made extraordinary monetary measures commonplace and noting that the central bank’s plan is to hike interest rates until something breaks. China’s “zero Covid” posture, Russia’s weaponization of food and energy supplies, and the potential for global famine also factor into his analysis. Amid rising instability, Ollari sees no alternative to the U.S. dollar as the world’s reserve currency. Recorded on June 1, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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