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 monthsRecordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.
Appearances
Particularly in the US where there's just incredible investment demand.
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That was suggesting.
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that shares should keep rewarding will and that
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Cash should keep rewarding very broadly, would that be how you read that?
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But they're unable uh ultimately, what's driving them is the same thing that's driving the big global development markets.
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It's AI, right?
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And the and the big players in
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Your emerging markets are Taiwan semiconductor, et cetera, and Hynix, et cetera.
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Okay, well put that just leave that there for one moment.
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So let's take it that our listeners are
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comfortable with our assumptions on the show this morning that we're into higher rates.
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The higher rates are justified.
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Because we have a we basically have
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Thumping investment markets and very strong investments going into the economy.
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This period where you don't get that sort of investment.
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It's mostly linked with AI.
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But if shares are really strong, will all around the world, from EM markets right through across Wall Street and back to us, and if cash is damn good in the context of
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H historical return, real returns.
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What does it tell us about everything else?
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What are the parts of the market that you would be heading towards now, do you think?
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Showing 481–500 of 10,396 · page 25 of 520
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