Bassline Episode 20

Posted on: 27 Mar 2025

Share:

In this episode of Bassline, David Wallace speaks with Lance Peltz about the global economic landscape, focusing on recent developments in the United States and their wider impacts. They examine President Trump’s economic policies, particularly the uncertainties created by tariffs and their effects on markets, businesses, and global trade. The conversation explores how this uncertainty shapes investment strategies, highlighting the importance of disciplined, long-term decision-making despite short-term volatility.

David and Lance also discuss significant macroeconomic shifts, including globalisation’s retreat into regional trade blocs, evolving relationships between the US, China, and Europe, and their implications for financial stability and investment planning. Additionally, they touch on the UK’s economic position amidst global tensions, exploring Brexit’s long-term effects and the economic strategies emerging under Keir Starmer’s leadership.

Join them for an insightful conversation offering valuable perspectives for investors, market observers, and anyone looking to understand today’s rapidly changing economic environment.

Episode 19 – The impact of the US election result with Lance

In this episode, Dave and Lance break down the 2024 U.S. presidential election results, which saw Donald Trump secure a…

Bassline 18 – A Perspective on the Budget from Lance and Adrian

Our latest podcast is a chat with Lance and Adrian about the recent UK budget and its potential impact on…

Q4 2024 Investment Update

Most markets ended the quarter with modestly positive returns (in their local currencies) with the notable exception of commodities. Developed…

Bassline 17 – Late Summer Investment Outlook

In this episode of Bassline, Dave is joined by Lance, to discuss the dramatic fluctuations in the financial markets that…