About this episode

James Aitken discusses key themes in global finance, including Japan, inflation, and the changing dynamics of US equities.

James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the keythemes in global finance today. You will learn why James is interested in Japan, his views on the new Fed Chair and why inflationary pressures are here to stay as post Covid, we focus on resilience rather than efficiency. James also shares his thoughts on gold, on AI, and importantly on a changing supply-demand balance in US equities. Finally he shares his perspective on what differentiates his clients who include some of the largest and some of the best performing investors in the world, so listen carefully to that and what he predicts we will be talking about in 3 years’ time.

People in this episode

Host: Stephen Clapham

Guest: James Aitken

Topics covered

• global finance
• Japan
• inflation
• gold
• AI
• US equities

Keywords

• macro strategist
• inflationary pressures
• gold
• AI
• supply-demand balance
• US equities
• investors

Mentioned in this episode

Organizations: Fed

Places: Japan, US

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