In this special live podcast we host an audience in Chicago - we cycle through our usual indicators that are relevant to putting an investment portfolio into context. These indicators are inflation, interest rates, equity markets, other assets and geopolitics. Our podcast came right after the Fed's third rate cut, and we debated whether inflation was ultimately in retreat, as well as the fundamental differences between European markets and US markets. The topic of the day is the questioning of American Exceptionalism and we examine investor exuberance around equity markets.

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