
Malcolm Charles breaks down why two wars, an AI-distorted equity market and an unpredictable US election are colliding at once, and what it means for investors. Hosted on Acast. See acast.com/privacy for more information.
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#106 SA’s old economy is cashing in on the new economy's boom

#104 Bessent and Warsh at loggerheads: who controls the curve?

#103 The revenge of the old economy

#102 El Niño is brewing a third inflation shock, which markets have yet to price in
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