Montaka's DeMasi on Growth and Volatility

The transcript discusses concerns about global growth and market fears, focusing on structural growth stories and market resilience. It explores potential paradigm shifts in the global economy, particularly the impact of trade wars between China and the US. The discussion includes market positioning, investment opportunities, and the evaluation of defensive stocks and market risks.

What are the broader issues affecting global growth mentioned in the text?

How do trade tensions impact the market according to the discussion?

What structural growth stories are highlighted in the text?

What risks to the structural growth story are mentioned for the year 2020?

How does the speaker view the impact of globalization on companies like Airbus and Boeing?

What is the significance of the 'paradigm shift' mentioned in relation to the global economy?

What opportunities does the speaker see in the current market despite the risks?