Episode 20 - Spring update with Lance

In this insightful episode of Bassline, David Wallace sits down with Lance Peltz for an in-depth exploration of the current global economic landscape, focusing particularly on the implications of recent developments in the United States and their broader impact on international markets.

Lance shares his expert analysis of the uncertainties surrounding President Trump's economic policies, particularly the introduction and fluctuations of tariffs, and their potential impacts on markets, businesses, and global trade dynamics. They delve into how uncertainty and unpredictability are shaping investment strategies, emphasising the importance of navigating through short-term volatility by maintaining a disciplined, long-term outlook.

Additionally, the discussion covers significant macroeconomic shifts, including globalisation's retreat into regional trade blocs, the evolving dynamics between the US, China, and Europe, and their influence on global financial stability and investment decisions.

David and Lance also briefly discuss the UK’s economic positioning amidst global tensions, including Brexit's long-term effects, trade relations, and the evolving political and economic strategies under Keir Starmer’s leadership.

Join David and Lance for this compelling conversation, providing essential insights for investors, market watchers, and anyone seeking to understand the economic forces shaping today's rapidly changing world.