This episode of The Macro Memo podcast delves into the intersection of macroeconomics and geopolitics, highlighting how these factors are reshaping business strategies. With discussions on the shift from neoliberal globalization to a multipolar world, the importance of understanding geopolitical risks for international expansion is emphasized. The conversation also touches on sustainability reporting, the varying approaches to climate change between the US and Europe, and the evolving role of...
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This episode of The Macro Memo podcast delves into the intersection of macroeconomics and geopolitics, highlighting how these factors are reshaping business strategies. With discussions on the shift from neoliberal globalization to a multipolar world, the importance of understanding geopolitical risks for international expansion is emphasized. The conversation also touches on sustainability reporting, the varying approaches to climate change between the US and Europe, and the evolving role of...
The Macro Memo - Global Trends Briefing for Boards & Directors - Looking ahead to 2024 - prospects for inflation & interest rates; risk of trade wars & the global shortage of labour skills.
Board Agenda: The Macro Memo
41 minutes
1 year ago
The Macro Memo - Global Trends Briefing for Boards & Directors - Looking ahead to 2024 - prospects for inflation & interest rates; risk of trade wars & the global shortage of labour skills.
The Macro Memo podcast looks ahead at prospects for 2024. Some observers think the inflation crisis is close to resolution. But is it? And what are the implications for business and, most importantly, interest rates. Those are some of the big questions tackled by The team—Mark Kennedy and George Lagarias of Mazars, and Gavin Hinks of Board Agenda, who also look at the risk of trade wars and whether the EU’s concern with Chinese electric cars reflects bigger issues. Lastly, this episo...
Board Agenda: The Macro Memo
This episode of The Macro Memo podcast delves into the intersection of macroeconomics and geopolitics, highlighting how these factors are reshaping business strategies. With discussions on the shift from neoliberal globalization to a multipolar world, the importance of understanding geopolitical risks for international expansion is emphasized. The conversation also touches on sustainability reporting, the varying approaches to climate change between the US and Europe, and the evolving role of...