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Leifbridge Podcast

Deflationary Bust Risks, Market Optimism, and the Gold Rush

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26:29
https://shardcapital.com/wp-content/uploads/2025/10/Investment-Brief-October-2025.mp3
Truemuzic
New York Vibe

In our latest Investment Brief podcast episode, host Neil Williams speaks with Ernst Knacke and Stewart Abrahart about the growing tension between slowing economic growth, deflationary risks, and persistent market optimism.

In this episode, they discuss:

  • How to balance selective equity exposure with macroeconomic caution
  • Why the probability of a deflationary bust is increasing – and what it means for investors
  • The impact of tariffs and liquidity tightening on global demand and inflation
  • The market’s fixation on AI and technology stocks, and the risks of overexuberance
  • Recent M&A activity and stock-specific opportunities such as Warner Bros. and Alibaba
  • China’s market resurgence and targeted policy support for private sector innovation
  • The strategic role of gold as uncertainty rises and monetary easing looms

Tune in to the conversation below 👇🏼

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https://shardcapital.com/wp-content/uploads/2025/10/Investment-Brief-October-2025.mp3
Truemuzic
New York Vibe

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