Lazard's Orszag on the 'Three Horsemen of Concern' for Investors

The video discusses the challenges facing the global economy, including the ongoing conflict in Ukraine, COVID-19 impacts, and inflation. It explores how these factors create uncertainty for businesses and clients, affecting supply chains and credit availability. The discussion also covers potential long-term economic changes, such as energy transitions and currency diversification. Additionally, the impact of rate hikes and supply chain disruptions, particularly due to COVID-19 in China, is examined.

What potential shifts in energy sourcing are anticipated in Europe due to the current geopolitical climate?

What are the implications of the Fed's rate hikes on growth-oriented companies?

How does the COVID situation in China impact the global economy according to the text?