Macro strategist James Aitken comments on geopolitical shifts and macroeconomic policy affecting global capital flows into US markets.
0:00 / 0:08exact quote · 8.8s
720p mp4 · rendered on demand · StarZero watermark
“We now have an administration sending a very direct message over and over again to global capital. And I paraphrase, please go away.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from James Aitken
Opinion
Aitken: The right allocation to Chinese renminbi assets is zero
“I'll just say generally that the right size exposure to renminbi assets is zero, and perhaps that's something we should take up in another conversation ahead of the Taiwanese presidential elections.”
James AitkenJul 10, 2023▶ 39:09James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Opinion
Aitken: Fixed Income ETF Liquidity Creation is Buy-Side Propaganda
“The idea that ETFs were ever a self-liquifying instrument, that is to say that ETFs create liquidity in their underlying reference securities was always just buy-side propaganda. Absolute garbage. And to see dozens and dozens and dozens and dozens Of credit an…”
James AitkenMar 18, 2020▶ 24:45James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
Opinion
Germany's Decision to Punish Greece Triggered the Eurozone Systemic Crisis
“The key assumption Underpinning economic and monetary union. In fact, to this day, there's no default risk in peripheral credit of all kinds, whether it be sovereign or bank or whatever. And Ted, the Germans thought, here's an opportunity to teach everyone a l…”
Aitken: Expect two horrible quarters of global growth, crushing US equities
“The reality is that we're going to have two quarters of global growth that are going to be absolutely horrible. And in that context, the market clearing price of earnings, and therefore the market clearing price of equities in general, in the US in particular,…”
James AitkenApr 14, 2025▶ 17:34Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
AssertionNot checkable as stated
Aitken: Treasury basis trade did not cause the bond reversal
“It is not the treasury basis trade unwinding. The treasury basis trade this week has been fine. The treasury basis trade does not explain what happened.”
James AitkenApr 14, 2025▶ 38:09Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 700 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.