Banríon's Shana Orczyk Sissel "I expect a mild recession in 2025" Reuters TV

CEO Shana Orczyk Sissel returned to Reuters TV to explain why she's positioning her portfolio somewhat defensively and her prediction for a mild recession next year as the Fed and markets eye a September interest rate cut. She emphasized to Alex Cohen that recessions are not negative but rather a natural and healthy part of the economic cycle.