JPM's Lebovitz Sees More of Recession Risk in 2023

The transcript discusses the current economic environment, highlighting concerns about a technical recession, inflation, and market trends. It explores the impact of these factors on investment strategies, particularly in equities and specific market sectors. The conversation also addresses the challenges faced by consumers and retailers due to rising prices and the potential for margin compression. The need for clarity from the Federal Reserve and strategic investment choices are emphasized as key to navigating the economic landscape.

In what ways does the speaker suggest corporations can defend their profit margins?

What is the speaker's view on the current state of the equity market?