This is the 2nd episode of Personable markets in which I aim to speak to a hedgefund manager, VC or Investment Banker every week on real world market events. Unfortunately, this week the hedge fund manager I was supposed to speak to dropped out at the last minute. Fortunately, a good friend of mine was able to fill the gap to join me on this week’s Personable markets episode...Luke Sloman who is a third-year Business and Management student at the University of Exeter, currently spending his year abroad at the University of Sydney. Luke grew up in Tokyo until the age of 13 before moving to the UK for boarding school. His academic interests focus on finance-related modules, which complement his broader studies in Business and Management.In this episode, Luke Sloman reveals:◽️ Why Japanese PMs frequently resign◽️ US tariffs’ impact on global markets◽️ UK’s looming fiscal shortfall crisis◽️ Gold and Bitcoin as economic hedges◽️ Retail investors’ growing market influence-⏱ Timestamps00:00 Intro00:33 Japan’s political instability01:34 UK Deputy PM resignation01:35 Autumn budget concerns02:19 US Fed rate cut expectations02:49 Japanese PM resignation trends03:10 Liberal Democratic Party dominance05:42 Ishiba’s resignation reasons06:03 Nikkei 225 and S&P correlation07:08 US tariffs hit Japanese economy08:35 Japan’s trade diversification strategy09:07 Global stock market performance12:27 UK’s Labour approval drop13:00 Post-COVID economic struggles15:57 Migration as UK voter priority16:25 Labour’s tax hike challenges18:02 UK’s £50B fiscal shortfall20:55 UK’s entrepreneurial mindset gap23:24 Simon Squibb’s startup inspiration24:30 Harry Stebbings’ VC influence25:30 UK’s AI potential untapped27:27 US vs. UK entrepreneurial culture30:20 Trump’s tariff unconstitutionality ruling34:09 Silicon Valley Bank collapse37:22 US $40T debt concerns38:46 Potential financial crisis looming42:57 Retail investors’ limited participation46:55 GameStop retail investor phenomenon51:37 Citadel’s trading data advantage53:43 Gold prices hit record highs54:14 Bitcoin’s 10x growth explained57:20 Gold as inflation hedge1:00:12 Bitcoin’s government-backed irony1:03:12 Department of Defense renamed War1:05:03 War’s economic implications1:07:29 Strong US market performance1:08:00 Final thoughts and outlook1:08:48 Outro-📌 ResourcesLuke Sloman:◽️ LinkedIn: https://www.linkedin.com/in/luke-sloman-87a6742a9 Harvey Bracken-Smith:◽️ LinkedIn: linkedin.com/in/harveybracken-smith◽️ Instagram: instagram.com/harveybsmith◽️ X (Twitter): x.com/harveybsmith_◽️ Newsletter: https://personable.substack.com/Personable Podcast:◽️ Instagram: instagram.com/personable.podcast◽️ LinkedIn: linkedin.com/company/personablepodcast◽️ TikTok: tiktok.com/@personableclips◽️ Spotify: open.spotify.com/show/7JOTYDER6m2FDrlhop4api◽️ Apple Podcasts: podcasts.apple.com/us/podcast/personable/id1671640111Additional:◽️ The Draft (Sign up): thedraft.io◽️ Fundraising: justgiving.com/crowdfunding/LouLouRacefoiundation?utm_term=PvByaxmdnPersonable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past perfSupport the show

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