Note this podcast is for information and entertainment purposes only and is a transcript of the latest July Market Thinking available at Marketthinker.substack.com and also at market-thinking.com.
July Market Thinking
The usual Short Term Uncertainties, Medium Term Risks and Long Term Themes, but with the first half review/second half outlook at the start.
Thinking out loud
Making sense of the narrative in markets, finance and elsewhere and challenging it when it deserves to be.
Making sense of the narrative in markets, finance and elsewhere and challenging it when it deserves to be.
July Market Thinking