In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
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In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
Personable Markets: US Tariffs, FED Independence & Rate Cuts, UK Economy Concerns | Lia Forcina
Personable
1 hour 3 minutes
2 months ago
Personable Markets: US Tariffs, FED Independence & Rate Cuts, UK Economy Concerns | Lia Forcina
This is the 3rd episode of Personable markets in which I aim to speak to a hedgefund manager, VC or Investment Banker every week on real world market events. In this episode I speak to... Lia Forcina who is a partner and portfolio manager at LGR Capital in London. She previously held roles at BlueCrest Capital, SAC Capital (now Point72), and Morgan Stanley. Lia holds a Bachelor’s degree in Finance from the University of Rome Tor Vergata (110/110 cum laude) and a Master’s degree in Statistics...
Personable
In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
