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Podcast: Monetary Matters with Jack Farley
Episode: “It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
Description: This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opmJames Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3%, and that accordingly the high-growth environment wherein credit and equities perf...