In this capital markets discussion, Christopher Watling (CEO Longview Economics), Patrick Armstrong, CFA (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take me through:

00:00 Has the yield on 10 US Treasury peaked?
05:35 Economic outlook
08:20 How will equities perform?
10:05 Favourite sector.
14:45 What is a fair PE multiple for stocks?
16:30 UK homebuilders
19:20 Banks
29:00 Megacap tech
34:40 Commodities & industrial metals
40:25 Best investment ideas
45:10 Which areas could blow up next?

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