This month, James and Giles are joined by guest Alejandro Velez for a wide-ranging discussion on the macro and market forces shaping investor sentiment. They explore the impact of the US government shutdown, the UK’s upcoming Autumn Budget and France’s deepening fiscal crisis. Giles shares insights on the Fed’s latest rate cut and the stagflationary signals emerging in the US economy, while Alejandro dives into the growing role of Stablecoins in financial markets following the GENIUS Act. Our experts also discuss gold’s record-breaking rally past $4,000, the implications of central bank buying, and the risks of circular financing as Big Tech invests heavily in its own AI clients. Packed with perspective on traditional and digital finance, this episode offers a timely look at the evolving investment landscape.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 Alejandro Velez, 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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