James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the key themes 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. 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. Behind the Balance Sheet is a forensic accounting and fundamental investing podcast for serious investors.Each episode dives into how real‑world investors source ideas, build conviction and manage their portfolios. You’ll hear frameworks for analysing industries, understanding business models, and thinking about risk,behaviour and incentives, so you can refine your own process rather than copy stock tips. For show notes, transcripts and additional resources, visit our ⁠⁠⁠website⁠⁠⁠. If you value thoughtful, process-driven investing discussions, follow the show and consider leaving a short review, or just a 5* rating on Spotify or Apple Podcasts. Please help spread the word. Give our sponsors some love - check them out! AlphaSense, the AI-powered expert network platform

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

Behind the Balance Sheet

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.

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

Read the full transcript

The candid version is on a podcast,
not the earnings call.

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

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.