October 19 at 10:00 am PDT / 1:00 pm EDT

This session will begin with remarks from Hon. Josh Frydenberg MP, Treasurer of Australia, followed by a panel discussion on Macroeconomics: A Continued Success Story. The Great Recession was supposed to be the market event of a lifetime. Yet only 12 years later, we have witnessed the largest exogenous shock in modern history. The unprecedented fiscal and monetary response that followed has again warped economies along with our understanding of markets, which seem priced for perfection in an imperfect world. In light of the transitional factors of supply constraints and pent-up demand, are inflation swings and worries inevitable? How can economies pivot their investments to provide the infrastructure needed for success in the 21st century? Ultimately, is there a way to tell where everyone stands before the tide goes out?

Guest

Hon. Josh Frydenberg MP
Treasurer of Australia
 

Moderator

Josh Barro
Business Columnist, Insider; Host, KCRW's "Left, Right & Center"

Speakers

Ibrahim Almojel
CEO, Saudi Industrial Development Fund

Paul Hamill
Global Head of FICC Distribution, Citadel Securities

Aneta Markowska
Managing Director and Chief Financial Economist, Jefferies

Rebecca Patterson
Director of Investment Research, Bridgewater Associates

Alex Roepers
Founder and Chief Investment Officer, Atlantic Investment Management