Bassline Episode 13

The year started on a positive note with investors expecting both strong earnings growth in most sectors and regions, and further, modest interest rate cuts despite sticky inflation. The rotation out of the US equities and into other regions, notably Asia and Emerging markets which offered better valuation characteristics continued.

In this special “Situation Update” episode, Lance Peltz unpacks the rapidly evolving global landscape and its economic implications. With no clear end in sight, this episode provides a sharp, sober view of markets in flux - and the deeper structural shifts shaping the global order.

Over the weekend (and continuing as we type), the United States and Israel launched coordinated military strikes against Iran, targeting missile infrastructure, air defence systems and senior political and military leadership.

In this special episode, the roles are reversed as Adrian takes the interviewer’s seat to speak with Dave about a subject that is both deeply personal and increasingly relevant: neurodiversity, late ADHD diagnosis, and the profound impact this can have on our relationship with money. Dave reflects on being diagnosed with ADHD later in life, prompted initially by his children’s experiences and a growing realisation that many lifelong patterns finally had an explanation.