Morgan Stanley's Sharma Says Overgrown Markets Pose Risk

The video discusses the current state of synchronous global growth and the potential factors that could disrupt it, such as geopolitical events and economic momentum shifts. It highlights the historical difficulty markets have in pricing geopolitical risks and suggests that any impact would be sudden. The video also examines the relationship between the financial and real economies, noting that the financial economy has grown significantly larger, potentially influencing the real economy in new ways.

What factors could potentially change the current narrative of global growth in the markets?

How have markets historically reacted to geopolitical events, according to the text?

What does the speaker suggest is the biggest risk to the global economy currently?

What does the phrase 'the tail wags the dog' imply in the context of the current economic situation?

In what way has the size of the financial economy changed compared to the underlying economy since the 1980s?