In this holiday special, guests Chase Taylor, founder of Pinecone Macro Research, and Rupert Mitchell, author of Blind Squirrel Macro, explore the surprising global equity performance, especially in Africa and South Korea. They discuss the mispricing of solar and battery metals, as well as opportunities in emerging markets. Marvin Barth shares insights on tariffs and expected Fed dynamics, while Vincent Daniel highlights market resilience and cyclical growth prospects. Paolo Macro offers warnings about risks in private credit and market concentration, wrapping up with a festive banter.
