Episode
Markets Happy Hour - In the Mountains - August 6, 2026 - Trips to Nowhere
- Published
- Aug 6, 2026
- Duration seconds
- 1077
- Processing state
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Summary
In this week's abbreviated Markets Happy Hour podcast we discuss the Trip to Nowhere that the on-again-off-again hostilities in the Strait of Hormuz have created. Coming to you live from the mountains we reflect on inflation movements and the divergence with inflation expectations, as well as the bond market's persistent skepticism regarding Fed policy and the fiscal security of various developed markets. Equity markets have been positive for Europe year to date and earnings and revenues have been strong across the US, Europe and Asia, while venture capital returns have come under the microscope with the sale of Air Table to Bending Spoons.