A black swan is a high-impact, unpredictable event that disrupts investor consensus. Investor attention around them may ebb and flow, but these events always can, at any time and with no warning, upend entrenched economic narratives and reset market expectations. Read the report and listen to the podcast to hear our views.

   

Searching for Black Swans

January 27, 2025

It’s Swan Lake week, and Lauren Goodwin and Michael LoGalbo are diving into the unknown. Tune in for the top 4 black swan risks that could disrupt investor consensus.

Searching for Black Swans, Part 2

February 3, 2025

Lauren Goodwin and Michael LoGalbo are back for round two of our annual Black Swans discussion. From climate risks to maritime threats, tune in for three outside-the-box risks that could most disrupt investor consensus this year. 

2024 Swan Lake Report

See what our predictions were for last year.

Read 2024 Report >

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