The Roaring 2020s: Economic Boom or Bust? A Finance Investigation (ft. Charles de Boissezon)

Episode notes

In this first episode of “2050 Investors”, Kokou Agbo-Bloua asks: Are we entering the Roaring Twenty 20s? With the OECD recently raising its GDP growth forecasts for the UK, the signs point to a potential economic boom. Kokou explores the parallels between the historical Roaring Twenties and the current economic landscape, analyzing factors like fiscal and monetary stimulus, green infrastructure initiatives such as the European Green Deal and the Biden Infrastructure Plan, and the robust equity market recovery. But amidst the optimism, Kokou also examines the sustainability of this growth cycle. With trillions of dollars in spending and a focus on green projects, questions arise about the long-term implications for portfolio managers and the economy as a whole. Is this growth cycle sustainable, or are we setting ourselves up for another boom-and-bust cycle? Later in the episode, Kokou discusses the Biden infrastructure plan with Charles de Boissezon, Societe Generale’s Global Head of Equity Strategy, shedding light on the plan's impact on key sectors and the implications for investors.

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