The Meb Faber Show - Better Investing · The Idea Farm
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
·46 min·4 clips
Philipp Carlsson-Szlezak explains why recessions are like infections, heart disease, and cancer in economic history.
As heard by us
A clean macro frame for tariffs, debt, and the operating-system shift.
Philip Carlson, BCG's chief economist, brings a framework-first lens to tariffs and debt, and he treats tariffs as a real inflection point rather than a passing flare-up.
Why you'd press play
Want a macro lens that treats tariffs as a real regime change?
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