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Leifbridge Podcast

Stagflation Risks, Earnings & Gold

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21:00
https://shardcapital.com/wp-content/uploads/2025/09/Investment-Brief-2nd-September-2025.mp3
Truemuzic
New York Vibe

In our latest Investment Brief podcast, the team talk about everything from Europe’s cautious revival to gold’s glimmering role in a stagflationary world.

Neil Williams is joined by Ernst Knacke and Stewart Abrahart to unpack:

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  • Factor Quadrant – stagflation risks rising, Europe upgraded to positive
  • Earnings – growth lagged, NVIDIA steady, Alibaba surging
  • Regions – India’s tariffs vs long-term promise, SEA’s fintech boom
  • UK – cheap, but tricky; selectivity is key
  • Gold – central banks buying, western investors underweight

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Tune in to the conversation below 👇🏼

https://shardcapital.com/wp-content/uploads/2025/09/Investment-Brief-2nd-September-2025.mp3
Truemuzic
New York Vibe

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