Bill Lee, Victoria Bills, and Huw van Steenis discuss China, US inflation data, private credit boom, and bank earnings. The podcast covers equity outlook, market reactions, and global economic outlook with insights on US-China relations, challenges in investing in China, Bitdog market trends, AI dominance by Nvidia, and navigating business dynamics amidst solar eclipse excitement.

In a riveting discussion, Jennifer Sanasie and Victoria Bills, co-founder and Chief Investment Strategist at Banrion Capital Management, delve into the intricate relationship between crypto markets and the political landscape. They explore how upcoming elections could shape crypto regulations and investor sentiment. The duo also tackles economic factors such as potential interest rate cuts and their implications for digital assets. Listeners will gain valuable insights on navigating cryptocurrency volatility amidst these economic shifts.

Victoria Bills, co-founder and Chief Investment Strategist at Banrion Capital Management, shares her expertise on cryptocurrency's evolving landscape. She discusses the potential impact of upcoming political discussions on crypto policies and Bitcoin's valuation. The conversation shifts to the economy, analyzing how possible Federal Reserve rate cuts could affect digital assets amidst recession concerns. Bills also touches on the effects of yen volatility on crypto markets and the growing influence of Bitcoin and ETH ETFs, highlighting their role in market adoption.

Lorraine Tan, Director of Asia Equity Research at Morningstar, sheds light on how weak U.S. job reports affect equity markets in Asia. Victoria Bills, Chief Investment Strategist at Banrion Capital, discusses Japan's rising yen and defensive stock shifts, alongside insights on China's anticipated recovery in real estate. George Boubouras, Managing Director at K2 Asset Management, navigates the complexities of the job market and highlights the shift towards utilities amidst economic uncertainties. The trio explores long-term investment strategies in a volatile landscape.

Victoria Bills discusses cracks in the inflation story, Derek Wallbank talks about India's elections' impact, and Tony Capuano shares insights on luxury travel and summer outlook.