- The election outcome
- The massive global bond rally – welcome to the era of record low yields. What does that mean?
- Italian and UK politics and financial sector risks, especially with Britain pulling down the shutters on property funds
- Equities – where’s growth going to come from for stocks?
David Scutt also muses about doomsday scenario in the face of another shock to the system. The podcast is worth listening to for that alone. That part starts around the 20-minute mark.
We’ve had an encouraging response from people on the show, which you can find on iTunes, where you can rate us and leave a review. You can also listen in below. Enjoy!