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Leifbridge Podcast

Stagflation Risks and the End of US Exceptionalism?

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26:49
https://shardcapital.com/wp-content/uploads/2025/07/Investment-Brief-1st-July-2025.mp3
Truemuzic
New York Vibe

In the July 2025 edition of The Investment Brief, Neil Williams and Ernst Knacke examine the growing risks of stagflation and what the fading narrative of US exceptionalism means for global markets.

Despite geopolitical tensions and hawkish central banks, equity markets have continued to climb. But can this rally be sustained? The team dives into:

  • The Fed’s stagflation concerns and why inflation risks remain elevated
  • Why the dollar’s decline may mark a turning point in global capital flows
  • How US exceptionalism is being challenged by debt dynamics and foreign capital outflows
  • Top portfolio allocations right now, including gold, short-duration inflation-linked bonds, Japan, and India
  • The two megatrends shaping markets: AI and global debt monetisation

Backed by their proprietary Factor Quadrant framework, the investment team explains how they are navigating risk and uncovering opportunity in this shifting macro landscape.

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🎙️ Listen in on the conversation below 👇🏼

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https://shardcapital.com/wp-content/uploads/2025/07/Investment-Brief-1st-July-2025.mp3
Truemuzic
New York Vibe

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