Wednesday, 9 April 2025, saw the U.S. impose a 104% tariff on China. Beijing retaliated and raised its levy on U.S. imports to 84%. Will this tit for tat erode globalisation, or had the world trade model started unravelling years before Trump took office the first time round?
Financial economist Victor Hill talks to Sarah Lowther about the end-of-life psychology driving Donald Trump's executive orders and how equities aren't in the dire straits some commentators would have investors believe.
Victor compares Trump's actions to the Nixon Shock of 1971 and argues that while tariffs could generate significant revenue, they could also lead to increased inflation and a potential recession. As usual there's a silver lining and threads of optimism as Victor concludes that despite market volatility, long-term US Treasury yields and safe-haven assets like gold and the Japanese Yen are showing resilience.
For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
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29:53
Jim Mellon in conversation with Wilfred Frost at Master Investor Show 2025
Global Markets: What’s Next? A Deep Dive into Macroeconomics, Markets & Future-Proof Investment Ideas.
Join Wilfred Frost, renowned News Anchor at Sky News, in conversation with legendary investor and entrepreneur Jim Mellon at the Master Investor Show 2025. In this exclusive interview, Jim shares his sharp insights on the state of the US economy, upcoming political and market shifts, and how these developments are set to impact investors globally.
They also explore emerging opportunities across asset classes and regions—from biotech to AI to alternative assets—offering actionable ideas and foresight into what the next big investment themes could be.
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41:24
Donald Trump's new world order: what it means for you
Donald Trump's 'new world order' may sound like a dystopian nightmare, but what impact are his flurry of executive orders and tariff policies having on the sleepless across the globe?
Financial economist Victor Hill shares his insights with Master Investor's Sarah Lowther about how the U.S. President's administration is diminishing stock market performance and economic projections while cosying up to The Kremlin.
Hill talks about 'Trump Whisperer' Keir Starmer and how the U.K. Prime Minister, his Chancellor of the Exchequer Rachel Reeves and Climate Change minister Ed Milliband are in precarious positions unlike Wes Streeting who is revolutionising the NHS with AI and data-led initiatives.
No podcast is complete without an honourable Elon Musk mention and Hill outlines how the armies and mining geologists of the future may be transported to their destinations in Musk's SpaceX fleet.
For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
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34:39
The first tumultuous month of the Trumpian tornado and its economic repercussions
Financial economist Victor Hill dissects the flurry of executive orders that have defined the first few weeks of Donald Trump's second Presidential term. Is he instigating a trade war or re-opening global negotiations of the past?
In this talk with Master Investor's Sarah Lowther, Victor makes a prediction about the conflict in Ukraine and explains why Elon Musk views the upcoming election in Germany as "the most consequential European election since the war".
The United Kingdom's fiscal situation is laid bare as is the fate of the 'Tech Bros' with some commentators foreshadowing the 'twilight of the U.S.'s tech oligarchs'.
For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
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35:19
2025 - The global economy and year-ahead end games
2025 heralds the second Trump administration predicted to be transactional and strategic, but will it result in ceasefires relating to wars and economic inertia?
In this lookahead to 2025, financial economist Victor Hill discusses the global outlook through the lenses of politics, financial markets and the evolution of Muskonomics as the billionaire is used as a litmus test for the EV revolution in China.
In this conversation with Master Investor's Sarah Lowther he also delves into the U.K. economic landscape and discusses if there's a sequel to Rachel Reeves' Autumn budget and whether she'll release her fiscal corset.
For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.
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