This episode is brought to you by Fintool.
Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm
James Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3%, and that accordingly the high-growth environment wherein credit and equities performed extremely well is likely set to give way to a lower-growth environment which will be more bumpy for credit and stocks. Aitken evaluates the current risk-reward in European and Chinese equities, and also shares his analysis of the situation in private credit. Recorded March 14, 2025.
Follow James Aitken on Twitter https://x.com/AitkenAdvisors
Follow Fintool on Twitter https://x.com/fintoolx
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
View all episodes
By Jack Farley
5
7878 ratings
This episode is brought to you by Fintool.
Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm
James Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3%, and that accordingly the high-growth environment wherein credit and equities performed extremely well is likely set to give way to a lower-growth environment which will be more bumpy for credit and stocks. Aitken evaluates the current risk-reward in European and Chinese equities, and also shares his analysis of the situation in private credit. Recorded March 14, 2025.
Follow James Aitken on Twitter https://x.com/AitkenAdvisors
Follow Fintool on Twitter https://x.com/fintoolx
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
582 Listeners
3,062 Listeners
938 Listeners
1,439 Listeners
197 Listeners
363 Listeners
93 Listeners
460 Listeners
115 Listeners
383 Listeners
277 Listeners
214 Listeners
55 Listeners
26 Listeners
379 Listeners