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This is the third financial bubble of my professional career, and I would say the most dangerous because it covers many different asset classes, especially equities and bonds, and for the first time in history it is global.

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We currently find ourselves at a very interesting fork in the road because the overstimulation of economies by Central Banks since March 2020 is now starting to feed through into higher reported inflation and, more importantly, inflationary expectations. I see no return to a low inflationary world any time soon.

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Could China trade wars pop the bubble?

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The price of all asset classes are simply way too high...

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Yes it really is

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Do you have exposure to gold and if not why not? Are you mad?

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Current Italian politicians are well schooled in The Italian drama of 2011. Then the ECB used the bond market as a political tool. The EU even tried to recruit Washington. The US refused to help. “We can’t have blood on our hands,” said the US Treasury Secretary, Tim Geithner. The ECB switched purchases on and off to pressure and ultimately overthrew the elected Government of Silvio Berlusconi.