Mar 10, 2022
James Aitken is the Founder of Aitken Advisors, a one-man
macroeconomic consultancy based in Wimbledon, England that works
with approximately one hundred of the most influential pools of
capital in the world. He has been a repeat guest on the show,
sharing his deep understanding of the inner workings of the
financial system. Our first conversation from back in 2018
including his background and process, is replayed in the feed, and
the rest of the episodes are available on the website.
This time around, our conversation covers James’ perspective
on the unfolding situation in Ukraine and its implications on
markets. We discuss the shift in risk tolerance, friction in the
plumbing of the financial system, interaction of energy markets and
ESG, inflation and interest rates, reserve currencies and crypto,
and his most important takeaways.