In this episode, Dave is joined by Rory Maguire from Fundhouse and our very own Lance Peltz for a candid discussion on the state of the economy in the wake of “Liberation Day.”
They unpack the real impacts of US tariffs, shifting market sentiment, and the delicate balance between economic forecasts and investment decisions.
From the dominance of mega-cap tech stocks to the volatility of crypto, the conversation explores how uncertainty, valuations, and investor behaviour are shaping portfolios — and what AI, jobs data, and global politics might mean for the future.
