James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. He has been a repeat guest on the show, sharing his deep understanding of the inner workings of the financial system. Our first conversation from back in 2018 including his background and process, is replayed in the feed, and the rest of the episodes are available on the website.
This time around, our conversation covers James’ perspective on the unfolding situation in Ukraine and its implications on markets. We discuss the shift in risk tolerance, friction in the plumbing of the financial system, interaction of energy markets and ESG, inflation and interest rates, reserve currencies and crypto, and his most important takeaways.