Quarterly Call Q4 2023

The more things change, the more they stay the same 
‣ Is this time really different?
‣ Timing the next US recession
‣ Market implications
‣ こんにちは (Kon’nichiwa), Japan!
‣ China’s Taiwan problem is structural, not cyclical
‣ Looking ahead to the seminal US 2024 election
‣ Gauging AI’s economic and market impact

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