Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally

episode

The Rules of Investing not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

Commentary Box: Andrew Saville and Jason Pine discuss the Warriors finals exit, NZ Rugby's financial woes 11 min · 20 Sep 2026 · The Mike Hosking Breakfast

"It was everything we love about footy." | First Thoughts - Hawthorn vs Brisbane (21.09.26) 16 min · 20 Sep 2026 · SEN Breakfast

What does global leadership on AI look like? 11 min · 20 Sep 2026 · Consider This from NPR

MORNING TEA: Emily In Paris Comes To An End & The Channing Tatum Burner Account Chaos 8 min · 20 Sep 2026 · The Spill

SEN footy reporter Tom Morris (21.09.26) 12 min · 20 Sep 2026 · SEN Breakfast

Mike's Minute: Are politicians trying to solve a problem that doesn't exist? 2 min · 20 Sep 2026 · The Mike Hosking Breakfast

Report any issue

Source

Recorded06 Jun 2025

Publisherfeed.podbean.com ↗

Handlerec:14227420

Show notes

Ellerston Capital’s fixed-income and multi-asset strategist Vimal Gor says the radical Trump presidency means the US Federal Reserve will be forced to return to quantitative easing later this year to cap bond yields and offset the nation’s fiscal problems. In this podcast, Gor also details why he thinks this means shares, gold and bitcoin can rally later this year. He also argues why he thinks the Aussie dollar will jump versus the greenback on the back of radical shifts in markets that may be set to accelerate and impact every investor. _____________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

Ask this episode

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

Sign in