Bassline Episode 21

Dave is joined by Lance Peltz, Head of Investments at Cavendish Ware and by special guest Rory Maguire from our investment partner, Fundhouse.

Listen to a candid discussion on the state of the economy in the wake of “Liberation Day”, the real impacts of US tariffs, shifting market sentiment, and the delicate balance between economic forecasts and investment decisions.  From the dominance of mega-cap tech stocks to the volatility of crypto, the conversation explores how uncertainty, valuations, and investor behaviour are shaping portfolios — and what AI, jobs data, and global politics might mean for the future.

If you have any questions or would like to discuss any of the topics raised further, please contact us through your usual contacts.