Trump Xi Meeting Expectations, Will the Stock Market Crash?!, Silver Short Squeeze, FED Rate Cut

In this episode of Personable Markets, host Harvey Bracken-Smith and Luke dive into surging global markets as the S&P 500 hits record highs. They explore international outperformance, Magnificent 7 earnings, gold and silver rallies, Fed rate cut expectations, and key geopolitical shifts like the Trump-Xi meeting and US-Canada tariffs.

Luke Sloman, a third-year Business and Management student at the University of Exeter, joins Personable for his fourth appearance while studying abroad at the University of Sydney. Originally from Tokyo until age 13, he moved to the UK for boarding school, focusing his studies on finance-related modules.

Luke shares sharp insights on real-time market trends, analyzing interconnected economies, AI-driven valuations, and trade policies. The duo discusses whether a market crash looms, balancing risks like overvaluation with opportunities in today’s volatile landscape.

In this episode, Luke Sloman discusses:
◽️ Global market rallies: S&P 500 vs. KOSPI, DAX, and Nikkei
◽️ AI and tech overvaluation: bubble risks in semiconductors
◽️ Commodity surges: gold at $4,500/oz, silver short squeezes
◽️ Fed rate cuts: employment focus, market impacts
◽️ US-China trade: tariff pauses, agricultural deals
◽️ Trump’s Asia strategy: ASEAN summit, Japan/South Korea talks

⏱ Timestamps
00:00 Intro 
04:43 South Korean reforms: trading fee cuts, Lee Jae-myung
05:30 UK FTSE 100: overseas earnings, commodity tailwinds
06:45 Gold at $4,500/oz: hedging, historical highs
07:30 Silver short squeeze: mechanics, leverage impacts
20:00 Market liquidity: VC saturation, government incentives
23:14 Fed rate cut: 98% chance for 25 bps on October 29
26:00 Employment focus: labor softening, inflation trade-offs
27:06 Tariffs as bargaining: US worker benefits, Apple case
28:30 Job market struggles: AI displacing graduates
31:00 Human-AI synergies: workplace collaboration
43:47 Trump-Xi meeting: trade war de-escalation
45:00 Framework agreement: tariff pauses, ag purchases
1:00:00 Government shutdown: 24th day, data delays
1:04:49 JP Morgan study: missing best days cuts returns
1:05:19 Staying invested: long-term importance
1:07:39 Retail sources: X, YouTube, Reddit for edges
1:09:00 Closing: market accuracy, critical thinking

📌 Resources
Luke Sloman:
◽️ LinkedIn: https://www.linkedin.com/in/luke-sloman-87a6742a9/?originalSubdomain=uk

Harvey Bracken-Smith:
◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
◽️ Instagram: https://instagram.com/harveybsmith
◽️ X (Twitter): https://x.com/harveybsmith_
◽️ Newsletter: https://personable.substack.com/
◽️ Website: https://www.personable.media/

Personable Podcast:
◽️ Instagram: https://instagram.com/personable.podcast
◽️ LinkedIn: https://linkedin.com/company/personablepodcast
◽️ TikTok: https://tiktok.com/@personableclips
◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

Additional:
◽️ The Draft (Sign up): https://thedraft.io
◽️ Fundraising: https://justgiving.com/crowdfunding/LouLouRacefoiundation?utm_term=PvByaxmdn

Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023. 

This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is not indicative of future results.