What's brewing? With Matt and Guy
Sharp, fast-paced insights on global politics and economics podcast hosted by Matt Holmes (Head of Public Affairs) and Guy Miller (Chief Market Strategist & Economist). Stay tuned as they discuss the world’s most pressing geopolitical and macroeconomic issues.
What's brewing? With Matt and Guy
Global paradox: Geopolitical bluster & booming financial markets
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In Episode 9 of "What’s brewing? With Matt and Guy", Zurich's Head Political and Government Affairs together with Chief Market Strategist and Economist unpack the disconnect between geopolitical brinkmanship and booming financial markets, why investors have learned to “look through” the noise, and where the real risks may be hiding, from AI being a productivity boom (not a bubble) to inflation quietly creeping back onto the radar.
A lot has happened in the first 30 days of 2026.
Matt Holmes:Venezuela: a projection of American power that made everybody take a breath and think, wow, who could be next? How can the world be apparently in turmoil? And yet we've seen record highs almost on a daily basis. And why is that Guy? What's going on here? What puzzles me is why that isn't worrying people more.
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