3min chapter

The Allan Gray Podcast cover image

14. How to be a little less wrong – with James Aitken

The Allan Gray Podcast

CHAPTER

Reflections on the aftermath of the global financial crisis and the changing landscape for megacap tech companies

This chapter delves into the lasting effects of the global financial crisis on stock markets, particularly in Europe, the UK, and emerging markets. It explores unresolved issues from the crisis and discusses the US mindset during uncertain times. The chapter also highlights the preference for US equities, specifically megacap technology companies, and the potential shift in government attitudes towards these dominant tech firms.

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