Tariffs have reclaimed the economic spotlight. But with their timing and magnitude uncertain, investors are on…
Tag: Shocks
Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
This quarter’s top reads reveal what’s capturing the attention of investment professionals: overreliance on traditional valuation…
Book Review: Shocks, Crises, and False Alarms
Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. 2024. Philipp Carlsson-Szlezak and Paul…