A powerful rally in markets continued, as hopes for peak inflation & interest rates have grown. However, the UK is moving into a recession, and corporate earnings have only begun falling. So could this be a bear market rally? I'm cautious, but also excited by some of the very low individual company valuations.

As always, nothing in this podcast is advice or recommendations, just my personal opinions – which sometimes turn out to be wrong, sometimes right.

I appreciate any feedback, so please feel welcome to leave comments about companies or macro, or these podcasts more generally.

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