Markets Happy Hour Podcast with Aoifinn Devitt

A weekly discussion of markets, world politics and what it means for your investment portfolio. Banter. Not investment Advice.

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Episodes

Thursday Nov 14, 2024

A brief look back at themes and market movements so far this week:
Inflation - is it now tamed, or is the 3.3% core level too high for comfort? Why inflation is more complex than a single number - we look at the cumulative effect of inflation and how it is such an inherently subjective measure
The focus - on both sides of the Atlantic - on saving money whether through the to be created "Department of Government Efficiency" in the US or the "Office for Value for Money" - will this be inflationary or the opposite?
The new importance of truth - where we get our truths and why this will matter more and more as time goes on.

Thursday Nov 14, 2024

A brief look back at themes and market movements so far this week:Inflation - is it now tamed, or is the 3.3% core level too high for comfort?Why inflation is more complex than a single number - we look at the cumulative effect of inflation and how it is such an inherently subjective measureThe focus - on both sides of the Atlantic - on saving money whether through the to be created "Department of Government Efficiency" in the US or the "Office for Value for Money" - will this be inflationary or the opposite?The new importance of truth - where we get our truths and why this will matter more and more as time goes on.

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