Has inflation finally been defeated, or could it be preparing for a comeback? In this segment, Brian and Richard explore both sides of the debate. They discuss the bullish case for a soft landing, including easing supply chain pressures, resilient economic growth, and the potential for AI-driven productivity gains to help keep inflation in check. They also examine the risks that could reignite inflation, from energy shocks and geopolitical events to persistent government spending. The conversation ultimately comes down to one key question: are we witnessing a historic economic soft landing, or simply the calm before the next inflation storm?

In this episode of Money Talks We Listen, Brian McAree and Richard Croft dive into two of the biggest forces shaping markets today: the biotech boom and rising energy prices. First, they unpack the GLP-1 revolution, exploring how breakthrough weight-loss drugs are transforming healthcare, creating trillion-dollar opportunities, and disrupting everything from food companies to insurance providers. Then they shift to oil’s march toward $100 per barrel, examining how geopolitics, inflation, consumer spending, and Federal Reserve policy are colliding in an increasingly fragile macroeconomic environment.

In this episode of Money Talks We Listen, Richard Croft and Brian McAree unpack the concept of risk multiplicity and why markets continue to push higher despite a growing list of concerns. From leveraged Treasury trades and AI-driven market concentration to geopolitical tensions, IPO exuberance, and the role of bond vigilantes, they explore the risks investors may be overlooking and how those risks can compound when they occur together.

https://vimeo.com/1158267163?fl=pl&fe=sh