Rockhold: Investment Podcast | Recession | AI driving equity growth | Bond market | Portfolio changes

Inflation – is it now finally rolling over?  

Is the recession cancelled or postponed?  Scroll to 9 minutes 33 seconds.

Are equity growth prospects solely down to technology and AI, or can progress be broadened out?  Scroll to 18 minutes 10 seconds.

What is the bond market telling us?  Scroll to 25 minutes 50 seconds.

What changes have we made or plan to make at portfolio level? Scroll to 30 minutes 39 seconds.