David Osman of IRF is joined by Ron William, the Founder of RW Advisory.

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This podcast assesses the longer-term cyclical factors that indicate global financial markets could reach a major turning point in 2026 or later in this decade. Ron discusses the outlook for inflation and the various elements that could create an echo of the high-inflation era of the 1970s. This has further bullish implications for the prices of gold and silver.

Ron then explains his concerns about the rapidly rising A.I.-related demand for energy, which is now outstripping the predicted supply trends. He also assesses the outlook for interest rates, government bond yield and world stock markets, before concluding with a discussion of the prospects for the US dollar and some other key currencies in the foreign exchange markets.

Ron William is a market strategist with over 20 years of experience producing macro research, trading strategies and insightful non-consensus ideas for leading economic research and institutional firms. Ron is also a behavioural finance expert, trading psychologist and performance coach.

RW Advisory specialises in blended, top-down, semi-discretionary analysis, driven by cycles and by proprietary timing models, which use both quantitative and qualitative techniques.