How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)

Torsten rejoins the podcast for an assessment of how economic conditions in the US have evolved since his prior appearance six months ago, along with a look at how the economy might progress as we head into 2024. We also discuss the road ahead for monetary policy in the wake of the Nov Fed meeting, the market implications of higher-for-longer, along with how to allocate your portfolio for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management. Host: Daniel Cassidy