Podcast Episodes

“Bidenomics”, US Debt and the Effect of Infrastructure Spending on US Risk Assets

Episode 2

This week we discuss “Bidenomics”, the U.S.’ increasing debt load, structurally low rates, and what possible infrastructure spending means for risk a…

5 years, 3 months ago

View Episode

Euphoria, Equity Valuations, Gold and Bitcoin

Episode 1

This week we discuss what would appear to be investor euphoria playing out across many different risk assets, increasingly stretched equity market va…

5 years, 4 months ago

View Episode