UK’s Economic Crisis – What Happens Next?
https://vimeo.com/754360609Sterling and the UK bond market have been in meltdown as a result of the government’s mini-budget. In this video,…
How Low Can Bonds Go?
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Live Q&A – 25th September 2022
The Zoom link for the live Q&A call on Sunday evening at 8 pm UK time is here. This is your…
Recession Or The Next Great Depression?
https://vimeo.com/752468820Many economists are forecasting a recession but some people say we are entering a depression which is much worse. In…
Jeremy Grantham Superbubble – The Final Act
https://vimeo.com/749327854 Jeremy Grantham of Grantham, Mayo, Van Otterloo is a well-respected investor who has long predicted the selloff this year.…
The Evolution of P/E Ratios
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Live Q&A – 11th September 2022
The Zoom link for the live Q&A call on Sunday evening at 8 pm UK time is here. This is your…
The Great Reset
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Energy Crisis 2022 – Stock Market Impact
https://vimeo.com/747031676Surging energy prices are driving almost all markets in 2022. In this video, I examine why this is happening, what…
Market Sentiment Outlook
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Best Sectors For High Inflation Investing
https://vimeo.com/745116788The best long-term hedge against inflation is equity, but within equity, some sectors hold up better than others during periods…
China’s Economic Crisis
https://vimeo.com/742050013Following the post-pandemic economic rebound, many countries have run into secondary problems. In the west, it has focused on spiking…
Live Q&A – 28th August 2022
The Zoom link for the live Q&A call on Sunday evening at 8 pm UK time is here.This is your opportunity…
Update On My Core Portfolio
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Why We Need A Recession
https://vimeo.com/742551807With soaring inflation, many of us are struggling to pay our bills and yet the medicine prescribed by the Central…
Asset Class Correlation Changes
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Stock Market Madness – Animal Spirits Run Wild
https://vimeo.com/741008795We have had a two-month equity rally and with meme stocks also rallying like crazy, there are echoes of the…