Market Instability Insights
Aitken discusses the underlying vulnerabilities in the market that have led to current instability, emphasizing the monumental bubble in risk assets created by years of low interest rates and unchecked leverage. He highlights two critical "pins" that have punctured this bubble: a significant health crisis and a geopolitical struggle over oil. Reflecting on initial market conditions is essential to understand the ongoing economic reckoning.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
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