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Podcast: Personable
Episode: Davos, Gold Highs and the New World Order: What’s Really Moving Markets | Lia Forcina
Description: Send a textLia Forcina, Partner and Portfolio Manager at LGR Capital, joins Personable to unpack what is really driving global markets in 2025 and beyond, from geopolitics and government spending to gold, energy, and shifting capital flows.In this episode, Lia explains why markets began the year pricing a Goldilocks scenario, how geopolitical tensions are quietly reshaping risk premiums, and why governments, not markets, now dictate where capital moves. She shares her views on gold, inflation risk, Europe versus the US, and how investors should cut through noise by following policy, not headlines....