May 28, 2024
In
this episode, Escala Partners CIO, Tracey McNaughton, talks about
the connection between community, political stability, and the size
of government. We are now in an age of big government. This has
implications for economic growth, inflation, and central bank
independence.
(0:55) Tracey, firstly, how was the ride...
May 16, 2024
In this episode, Escala Partners CIO, Tracey McNaughton, talks about AI and its energy demand; Biden’s tariff hike on China; and why we should be a little sceptical of the this weeks’ Federal Budget.
(0:54) The latest Bank of America fund manager survey shows optimism in the stock market is at its highest level since...
May 1, 2024
In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”?
(0:57) Tracey, before we start, our clients have been asking for...