“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm James Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3%, and that accordingly the high-growth environment wherein credit and equities performed extremely well is likely set to give way to a lower-growth environment which will be more bumpy for credit and stocks. Aitken evaluates the current risk-reward in European and Chinese equities, and also shares his analysis of the situation in private credit. Recorded March 14, 2025. Follow James Aitken on Twitter https://x.com/AitkenAdvisors Follow Fintool on Twitter https://x.com/fintoolx Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez