Unearthed: Hard, soft or no landing ft. Karim Chedid, BlackRock


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Mar 01 2024 28 mins   1

[1:27] Karim elaborates on how he perceives the overall economic climate at the present.


[3:08] Are we going to see growth stabilize and even accelerate?


[4:24] Karim explains mega forces and how he believes they will influence portfolios and investors.


[11:41] Karim dives into geo-political risks versus opportunity.


[20:46] With cash allocations possibly reaching 8%, Karim hypothesizes if investors should put their cash to work.


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Notable Quotes:


  • “I think that AI is a dispersion driver. It’s a dispersion of returns and a dispersion of earnings.” - Karim Chedid

  • “We hadn’t seen valuations become too expensive, especially on the two year forward earnings perspective because of the real impact that the AI breakthrough is having on earning projections.” - Karim Chedid

  • “The rate cuts are coming this year, we can debate how many versus how much the market is priced in, but they are coming.” - Karim Chedid

  • “The correlation between stocks and bonds is no longer reliable because you can have quite correlated periods between stocks and bonds.” - Karim Chedid


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