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Leifbridge Podcast

Inflation, Repression, and the TACO Trade: What Markets Are Telling Us

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https://shardcapital.com/wp-content/uploads/2025/06/Investment-Brief-June-10th-2025.mp3
Truemuzic
New York Vibe

In the latest episode of the Investment Brief series, host Neil Williams is joined by Ernst Knacke and Stewart Abrahart to unpack the macro forces shaping markets this month.

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From the so-called “TACO trade” to the implications of Liberation Day, financial repression, a weakening US dollar, and why gold is flashing all the right signals.

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We also discuss our latest asset allocation views and what we’re doing (and not doing), in response to current volatility.

  • Bonds, inflation, term premiums
  • Risks of recession vs market optimism
  • The role of gold (and why most investors don’t own enough of it)
  • Financial repression: what it is, why it matters

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Listen in on the conversation.

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https://shardcapital.com/wp-content/uploads/2025/06/Investment-Brief-June-10th-2025.mp3
Truemuzic
New York Vibe

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