Decoding Global Markets with Dave Tilson

The David McWilliams Podcast - A podcast by David McWilliams & John Davis

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This week, we're diving deep into the rollercoaster world of global financial markets. From the wild highs of cannabis stocks crashing down to earth to the ECB's first interest rate cut in five years, we're unpacking it all. Ever wondered why 2% inflation became the magic number for central banks? Spoiler: it’s as arbitrary as it sounds. Joining us to make sense of the chaos is David Tilson, Head of Capital Markets for Cantor Fitzgerald, who’ll give us the lowdown on everything from US job growth and the curious case of immaculate disinflation to the surprising rise of India over China. Whether you're baffled by bonds or curious about why Germany’s economy is having an identity crisis, this episode is packed with insights. So, is it time to rethink everything we thought we knew about money? Tune in and find out! Join the gang! https://plus.acast.com/s/the-david-mcwilliams-podcast. Hosted on Acast. See acast.com/privacy for more information.