Brewin Dolphin Podcast

Outlook for markets amid a rapid economic recovery, surging commodity prices and risk of policy tightening

In the podcast we ask Paul about the extent of the challenge and what sacrifices may be required in order to meet that challenge.

We ask Stephanie Kelton how we should think about the coronavirus debt through an MMT lens

Terry Smith talks us through how the tectonic changes in the global economic and business environments impact the constant that is the Fundsmith portfolio.

We ask how climate change is linked to productivity, what the long-term impact on interest rates and inflation are and how to quantify the financial impact of climate change

Why has the Indian market actually been one of the more resilient emerging markets despite having seemed to be one of the least well-prepared for it?

What should the government be doing to make freeports work? What kind of tax benefits should freeports bestow? How will they help the broader economy?

We explore all the major variables which tend to drive changes in inflation over the short and longer term as well as looking at the investment implications.

We ask what role history and culture have in shaping China's strategic objectives today

We discuss the bizarre start to 2021 which saw a dramatic short squeeze in the shares of GameStop that had been pitched as a David versus Goliath confrontation until it subsequently deflated.