Jul 10, 2023
James Aitken is the Founder of Aitken Advisors, a one-man
macroeconomic consultancy based in Wimbledon, England that works
with one hundred of the most influential pools of capital in the
world. James has been a repeat guest on the show. Our very first
conversation five years ago including his background and process,
and the most recent one last year are replayed in the feed. If you
search on the podcast page at capitalallocators.com, you can find the
rest of his appearances.
Our conversation this time around covers the precarious set-up from fiscal and monetary policy. We turn to attractive opportunities arising from it in the U.S. industrial complex, Japan, and the UK, and risks on the horizon from volatility targeting, unprofitable businesses, illiquid exposures, and the absence of governments willing to embrace pain. We close with James’ thoughts on his home country of Australia and, for the first time, how he is making his research more broadly available.
For full show notes, visit the episode webpage here.
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