Equity Mates: Why markets are ripping despite all the risks

Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves.

Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?

In this episode of the Equity Mates Investment Podcast, Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, talks to Alec and Bryce to explain what Fidelity's huge research platform is seeing the moment and where we might be going next.

Listen on Spotify or Apple