Chris Watling from Longview Economics joins The Rules of Investing to discuss the global macro outlook, including AI-driven market concentration, inflation, oil, interest rates, Australian housing, and the hidden fragility beneath parts of the US economy and equity market.

In this episode:

  • Why the AI theme may be carrying more of the global economy than investors realise
  • Oil, Iran and the Strait of Hormuz
  • Why inflation may not be the biggest risk facing markets
  • The difference between Australia and the rest of the developed world
  • Signs of weakness beneath the surface of the US economy
  • Why investor complacency could become a major problem
  • The one investment Watling would make if markets closed for five years.

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