Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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S6 Ep.19: Libby Cantrill – What do Trump’s first 100 days (take 2) tell us?
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Manage episode 481147568 series 2652992
Content provided by Investment Uncut and Lane Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Uncut and Lane Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What is achieved in the first 100 days of presidency are often seen as an indication of a President’s success or failure. Trump’s first 100 days (2.0) ended on 29 April, and he had certainly been busy. In this episode we review what’s happened so far, but mainly we focus on what might happen next. We were delighted to interview PIMCO’s Head of Public Policy, Libby Cantrill, for this episode. Libby helped us characterise Trump’s actions (maximalist and well organised), how far the dollar might weaken (incremental, but without a broad referendum on the dollar’s reserve currency status) and the impact of Trump’s policy changes on climate change. We also touched on the tax bill (when not if) and to what extent Trump cares about market reactions. Important! This interview took place on 1 May. Events between then and the episode release on 7 May do not feature. For our Views from the Boardroom section, Jacob interviews Richard Tomlinson, CIO of LPPI. Richard touches on decision making in volatile times, how to think about time horizons and his views on protection strategies. If you are interested in finding out more about the topics in this episode, sign up to our Investment Conference happening on the 25th of June 2025: https://www.lcp.com/en/events/investment-conference
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continue reading
185 episodes
MP3•Episode home
Manage episode 481147568 series 2652992
Content provided by Investment Uncut and Lane Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Uncut and Lane Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What is achieved in the first 100 days of presidency are often seen as an indication of a President’s success or failure. Trump’s first 100 days (2.0) ended on 29 April, and he had certainly been busy. In this episode we review what’s happened so far, but mainly we focus on what might happen next. We were delighted to interview PIMCO’s Head of Public Policy, Libby Cantrill, for this episode. Libby helped us characterise Trump’s actions (maximalist and well organised), how far the dollar might weaken (incremental, but without a broad referendum on the dollar’s reserve currency status) and the impact of Trump’s policy changes on climate change. We also touched on the tax bill (when not if) and to what extent Trump cares about market reactions. Important! This interview took place on 1 May. Events between then and the episode release on 7 May do not feature. For our Views from the Boardroom section, Jacob interviews Richard Tomlinson, CIO of LPPI. Richard touches on decision making in volatile times, how to think about time horizons and his views on protection strategies. If you are interested in finding out more about the topics in this episode, sign up to our Investment Conference happening on the 25th of June 2025: https://www.lcp.com/en/events/investment-conference
…
continue reading
185 episodes
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