Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves.

Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?

In today's episode we talk with Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next.

—------

Thank you to Fidelity for sponsoring this episode and helping keep all of our content free.

Learn more about Fidelity's range of Active ETFs by visiting their website.

—------

Want to get involved in the podcast? Record a voice note or send us a message

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

—------

Looking for some of our favourite research tools?

Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity

Equity Mates Investing Podcast

Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity