James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard yesterday

James Thompson’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 — 19 in all, peaking in Jul 2026 with 5.

Appearances

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Chanticleer · Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows · 4 Sep 2026 podcast

Just quietly, without sort of anyone noticing, we've seen soft commodities shoot up. voice-verified

So wheat, corn, cocoa, they're all at sort of, you know, multi-year highs all of a sudden. voice-verified

That's partly because of war, particularly in Ukraine, a lot of Europe's growth. voice-verified

And then we've got this El Nino weather pattern that's really starting to build, started in Europe coming down to the Pacific as as the seasons change. voice-verified

So voice-verified

Everything is pointing to inflationary pressures. voice-verified

I reckon the bigger story here though, Anthony, is we're in a sort of in a world of scarcity. voice-verified

That's the way I think about it. voice-verified

Not that long ago, we thought there was sort of endless capital to fund government deficits. voice-verified

All of a sudden we've got the AI build out, and big tech companies want as much capital as they can get their hands on. voice-verified

So they're tapping the bond market as much as government. voice-verified

So you've got a bit of a battle for capital. voice-verified

You've got scarcity of natural resources. voice-verified

You know, there's not enough copper in the world for the AI build-out and the energy transition. voice-verified

There's not enough wheat all of a sudden. voice-verified

There's not enough oil and diesel getting around different places. voice-verified

So this idea of scarcity, I don't think it's going to go away quickly. voice-verified

You know, this isn't a problem that you solve like next week or next month. voice-verified

So my message is higher for longer interest rates, higher for longer bond yields, higher for longer. voice-verified

Longer borrowing costs. voice-verified

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