ep 294 | The bull market is back on, but does it deserve to be?

Update: 2025-08-19

Description

World shares have hit fresh record highs in recent days, defying forecasts for a pullback and looking much stronger than many predicted a few months ago. The MSCI All Country World Index is up 13.2 per cent in 2025, and is more than 40 per cent higher over the past two years. Let's run through some of the reasons why investors are in such good spirits, as we ponder whether this optimism is justified.

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