The Roaring 2020s: Economic Boom or Bust? A Finance Investigation (ft. Charles de Boissezon)

2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets

In this first episode of “2050 Investors”, Kokou Agbo-Bloua asks: Are we entering the Roaring Twenty 20s? With the OECD recently raising its GDP growth forecasts for the UK, the signs point to a potential economic boom. Kokou explores the parallels between the historical Roaring Twenties and the current economic landscape, analyzing factors like fiscal and monetary stimulus, green infrastructure initiatives such as the European Green Deal and the Biden Infrastructure Plan, and the robust equity market recovery.

But amidst the optimism, Kokou also examines the sustainability of this growth cycle. With trillions of dollars in spending and a focus on green projects, questions arise about the long-term implications for portfolio managers and the economy as a whole. Is this growth cycle sustainable, or are we setting ourselves up for another boom-and-bust cycle?

Later in the episode, Kokou discusses the Biden infrastructure plan with Charles de Boissezon, Societe Generale’s Global Head of Equity Strategy, shedding light on the plan's impact on key sectors and the implications for investors. Together, they explore the evolution and revolution in sectors like renewables, biofuels, transportation, construction, and engineering, emphasizing the importance of considering climate impact in investments.

As we navigate the uncertainties of the future, Kokou encourages listeners to ponder not only the economic implications but also the broader impact on the planet and future generations. Tune in to gain insights into the future of finance and join the conversation about shaping a sustainable and prosperous future.

What’s in for me?

Listening to this podcast episode of 2050 Investors offers you a unique opportunity to gain valuable insights into the future of finance and how economic and market trends will shape tomorrow's challenges, as well as impact you and the world around you. The episode provides you with valuable knowledge, expert analysis, and a deeper understanding of finance.

About this show

Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.

Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets.

In each episode, Kokou deep-dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there’s certainly something for everyone.

Kokou also interviews industry-leading experts, personalities, entrepreneurs and even Nobel prize winners!

You will learn from the best on a wide range of subjects on current affairs, market shifts, and economic developments.

If you like 2050 Investors, please leave a five-star review on Apple Podcasts or Spotify. Your support will help us spread the word and reach new audiences.

Credits

Presenter & Writer: Kokou Agbo-Bloua. Editor: Julien Moity, Vincent Nickelsen. Production Designer: Emmanuel Minelle, Radio K7 Creative. Executive Producer: Fanny Giniès. Sound Director: Antoine Larcher. Music: Rone. Graphic Design: Cedric Cazaly

Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice.

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