This podcast episode discusses market volatility and uncertainty, focusing on recent economic data (payrolls and ISM) and their impact on US and European equities. The interview covers the jittery market conditions, attributing them to policy uncertainty in the US (spending cuts and trade barriers) and the derating of tech stocks. The guest suggests that the trade lies in rest-of-world equities, particularly highlighting opportunities in Europe (due to increased German spending) and Asia (despite risks). The upcoming CPI data and German fiscal package votes are identified as key events to watch next week.
