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Podcast: Market Matters from New York Life Investment Management
Episode: Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)
Description: While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, interest rates, and the likelihood of recession. In this episode, we discuss three “black swan” risks that have the potential to disrupt investor consensus.