Tariffs, AI & Recession Fears: What’s Really Driving the Market?

Are global markets ignoring the threat of tariffs? Are we heading for a recession — or something entirely different? In this timely financial discussion recorded on August 1, Paul and John dive into:

The surprising resilience of share markets

What Europe, Japan, and South Korea investing in US assets really means

Artificial Intelligence as a new growth engine

Australia's inflation quandary and central bank dilemmas

And why the real fiscal threat might be excessive government spending, not revenue

Whether you're a policymaker, or curious observer, this is essential listening.

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00:00 – Intro: Global markets in July
00:33 – Are tariffs yesterday’s news?
01:22 – US-EU-South Korea investment deal: What’s really going on?
02:45 – Weak US dollar & AI-driven productivity
05:12 – Global economic roundup: China, Europe, and the US
06:48 – US growth vs. deficits: Is 3% real?
07:33 – Australia vs. America: Who’s managing debt better?
08:15 – Interest rate confusion: RBA vs. Fed
09:15 – Inflation outlook into 2026
10:29 – The real budget problem: Expenditure, not revenue
11:38 – Should Australia rethink corporate taxation?
12:35 – Why taxing speculation could help small businesses
13:35 – Are think tanks just talk — or a real solution?
13:56 – Government bloat and post-COVID fiscal drag
14:12 – Final thoughts

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