James Mee

James Mee and Matthew Parkinson from W1M's multi-asset team dive into the intricacies of today's financial landscape. They discuss how liquidity drives market movements, challenging traditional views of earnings. The duo emphasizes the importance of non-consensus thinking for investment success and debates the lasting impacts of inflation and tariffs. They also explore the potential risks of AI-driven market concentration. With insights on industrial supply chains and their five-year investment picks—gold and uranium—the conversation is both informative and compelling.