We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies.

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00:00 Is this the end of the current high-inflation cycle?

02:41 Crowded house: concentration of trades in the Mag7 stocks

05:08 Opportunities in oversold smallcaps

07:51 US election affecting US stocks

11:42 Emerging Markets getting more interest from investors

17:31 India overheating and red hot IPOs

21:48 Which European Equity sector look strongest?

24:03 Drivers in the Japanese economy

30:07 WisdomTree's view on gold