Thursday, September 28, 2023 | 12:00 PM to 1:00 PM
This presentation by Joe Calandro profiles the United States credit cycle and the challenges it poses, along with a perspective on where we seem to be in the cycle today. He shows that the prior credit cycle wave of progressively lower inflation and interest rates began in 1982, following a historic inflationary trend, and ended in the year 2020. Mr. Calandro's analysis suggests that the current (as of mid-2023) credit cycle of waves of progressively higher inflation and interest rates will present strategic risks and opportunities that will increasingly have to be dealt with. To help facilitate this, he provides practical suggestions that can be addressed by executives, investors and employees both today and in the years to come.
About the Speaker
Joseph Calandro, Jr. is a managing director of a global consulting firm with over 35 years of broad industry, consulting, teaching and research experience in the United States and internationally focusing on strategy/M&A, business intelligence/analytics and performance/risk management. He is also a Fellow of the Gabelli Center for Global Security Analysis at Fordham University, a contributing editor of Strategy & Leadership and a member of the non-profit Progress Through Business.