State of independence

A new episode of Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. In this episode, Arnout van Rijn discusses: Faltering confidence in the globalization model, and clear signs that countries and regions are pursuing independence. Part of the outflow of this is the fact that we’re ensconced in a ‘chip war’, to be won by the smart and swift. And, despite a US yield curve that’s been inverted since last year’s independence day, that economy is still not in recession. And why he’s chosen an iconic song to describe these trends. Length without disclaimer: 13 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners