It’s Q3 2026, the systems that form the global economy are currently being rewritten by the digitally led, fourth industrial revolution and the geopolitical repositioning of power. You’re an investment banker, a portfolio manager or a retail investor looking at trading screens flash red and green. There’s a hive of activity. But what to make of it.The indicators continue to flash, but the signals are conflicting.
On one side sits the bull case: real AI driven corporate revenue, strong earnings, record stock prices and the unprecedented cash flow of the Hyperscalers.
On the other side sits the bear case: historically concentrated index valuations, an ever widening gap between monetisation and infrastructure spending, and an increasingly fragile global debt landscape.It leaves you, as well as other investors, economists, and central banks asking some big questions: Are we witnessing a durable, tech-driven productivity shift? A once in multiple generation opportunity to transform individual, corporate and societal wealth? Are we re-writing the whole world economy? Or are we sitting giddy and foolishly riding a teflon-coated bubble that will soon burst?
Our host Tom Parker is joined by Jon Noble, CEO of Trade Nation, Russ Mould, Investment Director at AJ Bell and Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management.
This episode was recorded on the 22nd of September 2026.
Sources: FT Resources, Harding Loevner, RBC Wealth Management, Slick Charts, Yahoo Finance, Macrotrends, OECD, AI Weekly, IMF, CNBC, IIF.
This content is paid for by Trade Nation and is produced in partnership with the Financial Times' Commercial Department. The views and claims expressed are those of the guests alone and have not been independently verified by The Financial Times.
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