Introduction

The February 2023 I on the Market podcast is presented exclusively for institutional wholesale professional clients and qualified investors only. Most of what we're going to be talking about are the battles between the new large language models which you're reading about everywhere. A quick few comments on the markets and the Fed. One of the warmest northern hemisphere winters in decades has coincided with a flurry of positive economic surprises in the US, Europe and Japan. The bottom line is it looks like we've got two to three more Fed hikes ahead and a mild recession whose likelihood and possible severity is probably shrinking.