A black swan is a high-impact, unpredictable event that disrupts investor consensus. Investor attention around them may ebb and flow, but these events always can, at any time and with no warning, upend entrenched economic narratives and reset market expectations. Read the report or listen to our podcasts below. 

Swan Lake: Risks that could disrupt consensus in 2024, part 1 

January 15, 2024

While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, interest rates, and the likelihood of recession. In this episode, we discuss three “black swan” risks that have the potential to disrupt investor consensus.

Swan Lake 2024 (Part 2) 

January 22, 2024

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