Delve into the Moffat era of 'Doctor Who' with the eleventh Doctor, exploring themes, character evolution, and emotional complexity. Unravel the dynamics between the Doctor, companions, and iconic characters like River Song. Analyze the flirtatious interactions and character development throughout the series, hinting at future storylines and character evolution with Capaldi as the Doctor.

Matt Smith, a Senior Fund Manager at Ruffer, shares his insights on financial markets shaped by history. The discussion covers the importance of market psychology and emotional factors in investing. Smith emphasizes Ruffer's focus on risk management and capital preservation, creating an 'all-weather portfolio.' He draws parallels between the current AI boom and past tech bubbles, while also highlighting geopolitical risks and their complex market implications. Additionally, he explores the role of hard currencies like gold and Bitcoin as safeguards against economic instability.

Matt Smith, President and CEO of Matt Smith Real Estate Group, shares insights on creating leaders, not just followers, in real estate teams. Topics include culture, leadership language, hiring strategies, and empowering staff. Learn about transitioning from sales to leadership, building successful teams, and the impact of teamwork on growth.

Sean Scanlon, State Comptroller for Connecticut, discusses Connecticut finances and fiscal spending. Sam Fazeli talks about weight loss drug development and vaccine development. Matt Smith discusses inflationary trends, market outlook, and attractiveness in yields. Philip Richter discusses the impact of higher interest rates on the collector car market.

Matt Smith, Investment Director at Ruffer, joins the podcast to discuss global markets, asset allocation, and the current macro landscape. He shares why Ruffer is defensively positioned, expresses skepticism about the AI rally in stocks, and identifies opportunities in the market. Matt also talks about the secular outlook for inflation, the parallels between the current environment and the past, and recommends two influential books for investors.