This month, James and Giles are joined by Jon Kirk as they dive into the big themes that shaped markets in October.Giles and James discuss the easing tensions surrounding US-China trade talks (01:25), AI headlines after the US corporate earnings season (02:50) and Nvidia’s incredible $5trn valuation.Our experts unpack the Fed’s hawkish rate cut and what it means for inflation (04:19), Gold’s sharp pullback after record highs (05:50) and the UK’s steady-but-muted outlook - with modest growth and persistent productivity challenges (7:28).  Jon and James explore the growing concerns in private markets as loan failures put credit quality under the spotlight (11:19). Packed with insight and perspective, this episode asks the question: are we riding a sustainable wave of growth or are cracks starting to show? This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Jon Kirk, Senior Equity Analyst.We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly. 

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