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Leifbridge Podcast

Kindleberger’s Warning: Deflation Risks and the Global Rotation

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25:40
https://shardcapital.com/wp-content/uploads/2025/11/Investment-Brief-November-2025.mp3
Truemuzic
New York Vibe

In this month’s Investment Brief, Stewart Abrahart is joined by Ernst Knacke, Head of Research, to unpack a shift in global market dynamics as inflation fears fade and deflation risks rise.

The discussion revisits the Kindleberger Trap and explores how tariff shocks, weakening demand, and changing central-bank behaviour are shaping the investment landscape heading into year-end. Ernst shares insights from the team’s latest signals, including why gold remains firm, why bond duration needs careful management, and where non-US equities and healthcare could offer opportunity amid the rotation.

Tune in to the conversation below 👇🏼

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https://shardcapital.com/wp-content/uploads/2025/11/Investment-Brief-November-2025.mp3
Truemuzic
New York Vibe

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