Insigneo 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