{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"#111 Markets look mad, but the strategy behind them is coherent ","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6704f63a835696b02f258dd3/1791528622510-7119a249-f346-474d-a725-45d7cbaedb95.jpeg?height=200","description":"

Memory chips up 600%, a US war with Iran, oil above $100 and equities at record highs. Philip Saunders argues the madness is mostly noise. Beneath it sit four forces, a US playbook that makes sense, and bonds that finally offer value.

","author_name":"Ninety One"}