Investment Podcast

What a Trump Presidency means for Inflation, Interest Rates, Asset Prices & Geo-Politics

Will Fed Cut Rates in September; Sahm Rule Implies US Recession is Coming; Why PIMCO Says Private Credit is Unattractive; And Best Performing Asset-Classes of 2024

Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices…

Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns…