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.

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recordings per month · last 12 months

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

newest first · ▶ plays the moment

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

And where should you keep away from? voice-verified

Well, let's just talk before we end this statement on what should go well under these conditions and what does history tell us? voice-verified

Yes. voice-verified

So if the share or the fund has a bunch of bridges or whatever, the tolls can rise, they're allowed rise because inflation's up. voice-verified

Correct. voice-verified

would you be broadly comfortable with infrastructure stocks and infrastructure funds in this atmosphere? voice-verified

Yes. voice-verified

Yeah. voice-verified

Because they have that ability to raft up with with as rates raft up and inflation. voice-verified

So it's there, but it's not the primary concern, as BlackRock says. voice-verified

It's the rates going up for the right reason. voice-verified

Okay. voice-verified

So that's infrastructure looking positive in this light. voice-verified

All shares basically looking positive, but let's cut down a little voice-verified

bit further. voice-verified

All the AI shares, we must talk about it and Fermas, we must simply talk about it. voice-verified

It seems to me, looking at the AI story so far on the A6, it's actually a complete there's nothing doing. voice-verified

XDC is our biggest data center stock. voice-verified

It's the same price that it was two years ago. voice-verified

Many of the other proxies are selling at a discount. voice-verified

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