“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
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James Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that…
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
![[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)](https://cdn-images-3.listennotes.com/podcasts/capital-allocators-inside-the-institutional-aoh-BZm0cPC-Vxr1XWHA8I3.300x300.jpg)
Australian James Aitken is the Founder and Managing Partner 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. James started his career in 1992 as a foreign exchange tra…
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Last week was one of the most volatile in market history. In the last twenty-five years, it's likely matched only by the pandemic and Global Financial Crisis in the breadth of potential outcomes for the future. In a change from our typical market-insensitive conversations, I was fortunate to gather…
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these themes, I reached out to today's guest, Rodrigo Bitar, Co-founder of 3B1 Partners,…
Trump and Xi Spark Another Standoff, OpenAI-Broadcom Deal
US President Donald Trump and Chinese leader Xi Jinping's latest tit-for-tat showdown has both countries claiming the ball is now in the other's court, with the clock ticking toward another escalation in import tariffs. Meantime, Treasury Secretary Scott Bessent said Monday that he believes the Tru…
Macro Summit 2025 Panel
BMO held its annual Toronto Macro Summit last week. I was honoured to participate on a panel with our guest speaker James Aitken, a globally renowned macro strategist, and Ian Lyngen, BMO's head of US rate strategy, with Joe Leary, BMO's co-head of fixed income as moderator. Joe orchestrated a live…
A special Thursday edition of 'The Friday Night Dirty'
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com
In this special Thursday edition of The Friday Night Dirty we are joined by our great friend James Aitken.We have known James since he began writing “Notes From A Small Island” in late 2006 while he w…
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the keythemes in global finance today. You will learn why James is interested in Japan, his views on the new Fed Chair and why inflationary pressures are here to stay as post Covid, we focu…
Why Growing Your Organization Without Sacrificing Quality Is a Strategic Balancing Act
Unlock the transformative power of early intervention in education with James Aitken from Seeds. His journey from independent schools to leading programs that uplift underserved students shows how targeted support can change lives — and how organizations can scale impact without sacrificing quality…
James Aitken: It Pays To Shave With Occam's Razor
On On the Tape, James Aitken of Aitken Advisors recounts writing “Notes From a Small Island” for decades and describes his work helping institutional and high-net-worth clients ignore noise, stay patient, and capitalize on dislocations. In a macro backdrop of higher debt, inflation, wars, and conce…
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