#5. Trump Tariffs, AI & the Biggest Risks Facing Markets: Stuart Clark
Markets are dealing with war, stubborn inflation, higher interest rates, political uncertainty and an AI investment boom worth hundreds of billions. So why have they remained so resilient?
Sean and Paul are joined by portfolio manager Stuart Clark to break down what is really driving global markets right now and where investors are seeing both risk and opportunity.
They discuss why interest rates could stay higher for longer, whether markets are becoming less sensitive to geopolitical shocks, why timing the market is so difficult, and where opportunities are emerging across the UK, China and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.