Markets & Economy
Episode 44 – Decoding Trump’s Economic Moves: What’s Behind the Chaos? (March 2025)
Reading Time: < 1 minuteMarkets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. Sarah Bull and Joel Clark analyze the potential motives behind his strategy and his real endgame….
Episode 43 – Cutting Through the Noise – Staying Focused in a Volatile Environment (February, 2025)
Reading Time: < 1 minuteSarah Bull and Joel Clark discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets….
Episode 42 – KJH Insights: Positioning for Opportunity in 2025 (January 2025)
Reading Time: < 1 minuteJoel Clark and Sarah Bull break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts, they explore how these dynamics are driving market volatility….
Episode 41 – How Growth and Economic Confidence Are Shaping 2025 (December 2024)
Reading Time: < 1 minuteJoel Clark and Sarah Bull discuss the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the potential for the economy overheating, the resurgence of inflation, and the impact of Trump’s tariffs….
Episode 40 – Navigating Post-Election Market Opportunities & Risks (November 2024)
Reading Time: < 1 minuteJoel Clark and Sarah Bull delve into the post-U.S. election market rally, the resulting favourable economic conditions driving broader market opportunities, and what this means for diversified investors….
Episode 39 – A Broader Market Emerges Beyond the Magnificent 7 (October 2024)
Reading Time: < 1 minuteJoin Joel Clark and Sarah Bull as they explore the impact of slowing growth and inflation, the return of accommodative central banks, and the broader market opportunities emerging after the dominance of the Magnificent 7….
Episode 38 – Breaking Down the Recent Market Volatility (August 2024)
Reading Time: < 1 minuteListen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the recent market volatility and discuss slowing growth, easing inflation, and rising Fed rate cut expectations….
Episode 37 – What is Behind the High S&P 500 Returns? (July 2024)
Reading Time: < 1 minuteJoel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into whether the market is truly as strong as it appears….
Episode 36 – Inflation, Growth, and Geopolitical Challenges (June 2024)
Reading Time: < 1 minuteThe KJH Team discusses Nvidia’s market dominance, the cautious pace of rate cuts, and avoiding unnecessary risks in today’s volatile economic landscape….
Episode 35 – The Fed Continues To Take Centre Stage (May 2024)
Reading Time: < 1 minuteJoel Clark and Sarah Bull discuss the risk of stagflation, the dynamics of the latest earnings season, and the impact of the US elections on markets and the broader economy….