# 400. AI, inflation and the new market regime

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/400-ai-inflation-and-the-new-market-regime
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/400-ai-inflation-and-the-new-market-regime.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-06-30T23:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/19423835-400-ai-inflation-and-the-new-market-regime.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/19423835-400-ai-inflation-and-the-new-market-regime.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/400-ai-inflation-and-the-new-market-regime
Duration seconds: 1368

## Resource

In this special 400th episode, we take a broad look at global markets at the halfway point of the year. The discussion between Darius McDermott and Juliet Schooling Latter covers easing geopolitical tensions, inflation dynamics, and the continued influence of AI on equity returns. We explore the broadening of market performance beyond the US, with strength in Asia and emerging markets, alongside challenges in India and a mixed picture in the UK. The episode also examines central bank policy, ...

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## Transcript

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