Podcasts

Dalphin Hou and Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates…

In this month’s Markets in a Nutshell, Linda Eedes explores why valuation discipline, inflation resilience and portfolio diversification still matter.

In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue about where we may be in the AI investment cycle - exploring why AI remains a compelling long-term opportunity, what growing market…

AI has captured the market’s imagination, but inflation may prove the more persistent test. Transformative technologies can create extraordinary long-term winners, but history shows that innovation-led booms…

Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom.

After a volatile March, global markets rebounded sharply in April – even as geopolitical tensions escalated and inflation pressures continued to build. In this episode of Markets in a Nutshell, Linda Eedes focuses…

March was a reminder of how quickly market optimism can unravel. The beginning of the month was defined by hopes that inflation had been tamed and would start to fall. But by mid-March, the escalation of the…

January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and institutions more exposed to politics. In this month’s…

Rate cuts and resilient growth defied recession fears in 2025. Global equities delivered their strongest year since 2019, with European and emerging markets outperforming the US by double digits. Commodities surged…

Markets paused in November as US equities stayed flat, tech underperformed, and gold soared while Bitcoin slumped. South Africa rallied on supportive conditions, while China remained under pressure. Linda Eedes…

In this podcast, founder Dave Foord joins Linda Eedes to discuss the major structural forces shaping markets over the next five years. They explore why politics now dominates economics, the unsustainable debt path…

In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI…