Jay Walks Thru TPW's 2024 Outlook: Surprise, Surprise

Jay covers it all - the four macro surprises TPW sees ahead including lower inflation, sooner than expected which leads to a return to global macro stability. He also walks through our 4 market surprises, including a weak USD which we expect to benefit EM debt & equity together with Commodities.

https://www.youtube.com/watch?v=qr3Um5KOmUM