On The Tape with Danny Moses cover image

On The Tape with Danny Moses

James Aitken: The Financial Plumber For These Leaky Markets

Mar 12, 2025
In this engaging discussion, macro strategist James Aitken, founder of Aitken Advisors and former UBS and AIG expert, shares insights from his unique financial journey. He reflects on transitioning from trading to advising, emphasizing the shift in market focus from Wall Street to Main Street. Aitken delves into risks moving from banks to private credit, the implications of government policies on market dynamics, and the roles of gold and cryptocurrency amid current economic uncertainties. Their chat also includes memorable golf stories against the backdrop of Ireland's economy.
55:25

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • James Aitken emphasizes the critical importance of understanding financial plumbing to navigate disruptions in credit markets and currency fluctuations.
  • The podcast highlights the heightened market volatility resulting from unsustainable fiscal policies, suggesting a need for balanced government spending moving forward.

Deep dives

Understanding Financial Plumbing

Financial plumbing refers to the underlying mechanisms that keep financial systems functional, akin to how plumbing systems manage water flow. This concept becomes crucial when there are disruptions, such as crises in credit markets or fluctuations in currency values. The discussion emphasizes the importance of recognizing these systems, especially during turbulent times when investments and policy decisions are impacted. An example shared is the rise in private credit and how it is affected by regulatory changes and market pressures.

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