
In this special bonus episode, recorded amid heightened market volatility, Darius and Juliet explore how escalating geopolitical tensions are reshaping the investment landscape. With energy markets at the centre, we explain why disruptions in the Middle East matter so much for global supply, inflation and interest rates. The discussion also covers why traditional defensive assets like gold have struggled, what alternatives investors can consider and how portfolios might be positioned in uncer...
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396. What investors keep getting wrong about cycles

395. High yield bonds in a world of chaos

394. From uranium to frontier matters: finding value where others aren’t looking

393. From deflation to innovation and the new drivers of Japan
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