James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the keythemes in global finance today. You will learn why James is interested in Japan, his views on the new Fed Chair and why inflationary pressures are here to stay as post Covid, we focus on resilience rather than efficiency.<br>James also shares his thoughts on gold, on AI, and importantly on a changing supply-demand balance in US equities. Finally he shares his perspective on what differentiates his clients who include some of the largest and some of the best performing investors in the world, so listen carefully to that and what he predicts we will be talking about in 3 years’ time.

#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

Behind the Balance Sheet

# Full Transcript

**Podcast:** Behind the Balance Sheet

## Participants

- **Stephen Clapham** (Behind the Balance Sheet)
- **James Aitken** (Aitken Advisors)

## Transcript

Hi, I'm Stephen Clapham and welcome to the Behind the Balance Sheet podcast where we meet leading investors and commentators and educate ourselves about the world of investing and the world. Our mission is to remove some of the mystique around investing and improve our understanding of successful investors' strategies and tactics. Behind the Balance Sheet is an investment training consultancy. We help professional investors up their game in financial analysis and we have an online school.

Over a thousand students, professional and amateur, have taken our courses. Our flagship Analyst Academy helped one young analyst land a dream job as a partner of a major London hedge fund and helped another, a successful entrepreneur, improve his investing confidence. He made a seven-figure sum in year one. Check out the school on our website, BehindTheBalanceSheet.com, where you can also find the show notes to this podcast. And while you're there, don't forget, sign up for our popular

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#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.