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.

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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.

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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.

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Equity Mates Investing is a product of Equity Mates Media.

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