Markets Weekly podcast (21 November 2025): Tech trumps tariffs

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Despite the strong performance in US equity markets this year and speculation of an AI bubble, there are still reasons for investors to be optimistic. In this special podcast, guests Dr Nouriel Roubini, Senior Economic Strategist, and Jason Cuttler, Senior Markets and Derivatives Strategist, both at Hudson Bay Capital join host Julien Lafargue to discuss how AI-driven growth should continue to outweigh less market-friendly policies such as tariffs, why they believe that the S&P 500 isn’t overvalued and why Japan and metals can offer investors diversification benefits.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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