We are in the midst of a social, economic, financial and political crisis

From geopolitics to fiscal policy, commodities to equities, this week's featured guest on The Rules of Investing has some high-conviction views on a whole range of subjects. 

For more than 40 years, Donald Amstad traded his way through the highs and lows of financial markets. After completing his undergraduate studies at Oxford University, Amstad began his career at Japanese trading house Nomura. He went on to hold roles at JPMorgan, JPMorgan Asset Management, and the Bank of America before spending the last 15 years of his career at Aberdeen Standard (now, abrdn). 

And although he may be a fixed income specialist by trade, you would be wise to listen to Amstad's interviews on many other subjects. 

Long-time readers and viewers of Livewire may have already seen some of Amstad's thoughts on the markets. One of his video interviews with us, dating back to 2019, set a new Livewire record in receiving more than 800,000 views so far.

In the four years since then, so much has changed in the world. We've had the COVID-19 pandemic, the rapidly changing geopolitical situation, and the slow (and ongoing death) of quantitative easing. 

But even as the world has changed, Amstad's core views on some of the most pressing challenges of our time have not. In fact, they have strengthened.

This week, Livewire's Hans Lee sat down with Amstad for a half-hour conversation on the big-picture issues driving markets and others that he expects to dominate in the years ahead. This is a conversation you cannot afford to miss. 

Note: This interview was conducted on Tuesday 7 November 2023. 

For the written version of the podcast, click here:

Macro

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