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Leifbridge Podcast

From Trade Deals to Gold’s New Floor

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28:50
https://shardcapital.com/wp-content/uploads/2025/07/Investment-Brief-30th-July-2025.mp3
Truemuzic
New York Vibe

Markets are rallying – but is the optimism built on shaky ground?

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In the latest Investment Brief Podcast, Stewart Abrahart and Ernst Knacke explore the growing disconnect between bullish sentiment and the underlying macro data.

In this episode, they discuss:

  • What global trade deals really mean for growth and inflation
  • Why the Fed remains paralysed – and what it signals for rate cuts
  • The disconnect between China’s slowdown and market sentiment
  • Why India and Latin America are gaining ground with global investors
  • Gold’s breakout and the new structural floor for pricing

Listen in on the conversation below

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https://shardcapital.com/wp-content/uploads/2025/07/Investment-Brief-30th-July-2025.mp3
Truemuzic
New York Vibe

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