James Kirby

speaker

10,396 appearances 44 recordings 1 series first heard Apr 2026 last heard yesterday

James Kirby’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.

Appearances

newest first · ▶ plays the moment

The Money Puzzle · Cash is king again...here's why · 21 Sep 2026 podcast

That's what I'm leading to. voice-verified

Is it reasonable to have more cash in your portfolio than you had? voice-verified

So basically you've got a lot of money, more than you ever had before in the US markets, just like all the big funds, just like Blue Future Fund and many of the top industry funds. voice-verified

Now, folks, here's something I just came across this morning and I think it really captures what we're talking about here. voice-verified

This is from BlackRock, okay, biggest investor in the world institutionally. voice-verified

And voice-verified

They are talking they're actually just talking about why they're going back into share markets big time, particularly voice-verified

Emerging markets, which in some ways that are riskier than Will has talked about developed markets being just being basically being the US and Europe, okay? voice-verified

But the the black rocket pushing it a bit further. voice-verified

But here's what they say, Will. voice-verified

Higher global rates. voice-verified

Are raising the hurdle for returns, but they have not knocked us off our pro risk stance. voice-verified

Higher rates and strong shares need not be contradictory. voice-verified

What drives yield matters. voice-verified

Now, what they're saying is, and I think this is really interesting. voice-verified

So what we're to be specific, let's go back to what we said at the start of the show. voice-verified

Folks, we are starting to invest in an in a period of higher rates with higher returns. voice-verified

But we don't actually, it's not necessarily higher rates and higher inflation. voice-verified

So what BlackRock is saying is voice-verified

We know the rates are higher, but we are comfortable that they've gone higher for the right reasons. voice-verified

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