Show notes
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…
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