
Episode #15
Macro Update and revival of Nuclear discussion (20 Jan 26)
<p >Half 1 Macro: one year after Donald Trump’s inauguration and almost three weeks into 2026 global markets have digested a year of change and are now processing data from the retail focussed holiday period. In both cases longer term investors are watching for the full effects on the global economy after a turbulent year. In addition, the recent shift in global dynamics created by fresh events in Iran and a step up in the sabre rattling over Greenland have raised tensions as oil and tariffs are back in focus. </p><p>Half 2: Revival of Nuclear: Nuclear energy has made headlines ev...

