Latest episodes of the podcast The Markets
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Why gold could rise even higher
21/02/2025
The 1982 playbook
14/02/2025
Finding opportunities in a “trickier” market
07/02/2025
Markets make sense of the Fed
31/01/2025
The key US equity theme for 2025
24/01/2025
The perfect setup for US stocks?
17/01/2025
Why US stocks could keep rising in 2025
20/12/2024
“US exceptionalism all over again”
13/12/2024
What’s the next tech trade?
22/11/2024
Why a “Santa Rally” may be ahead
15/11/2024
Is the Trump trade just getting started?
08/11/2024
“A great time to buy bonds”
01/11/2024
Will earnings boost US stocks?
25/10/2024
The new equity opportunities
18/10/2024
Does the China rally have legs?
04/10/2024
Is the US consumer still strong?
27/09/2024
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