Episode 20: Making sense of the world with Global Macros

How do you make sense of a world shaped by geopolitical conflict, AI disruption and rising debt?  In this episode of FM Radio, Elston Co-Founder and Portfolio Manager Bruce Williams chats with Lazard’s Chief Market Strategist Ron Temple at the recent Elston Elevate Conference to explore the global forces reshaping economies and markets.  Drawing on insights shared at the recent Elston Elevate conference, they discuss the evolving conflicts in the Middle East and Ukraine, the future of China, and the growing challenges facing governments around the world. The conversation also examines the AI investment boom, energy security, shifting trade relationships and what these trends could mean for investors in the years ahead. Looking for a broader perspective on the forces driving markets beyond the headlines? This is one to listen to. The information provided in this podcast is general in nature, you must consider your own circumstances prior to making any investment. For more information, go to our website or speak to your financial adviser. This podcast has been prepared by Elston Asset Management Pty Ltd, a Corporate Authorised Representative (CAR 427434) of EP Financial Services Pty Ltd (AFSL No. 325252).