We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies.

For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/

For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register

If you enjoy the podcast, like and subscribe for more great content.

00:00 Is this the end of the current high-inflation cycle?
02:41 Crowded house: concentration of trades in the Mag7 stocks
05:08 Opportunities in oversold smallcaps
07:51 US election affecting US stocks
11:42 Emerging Markets getting more interest from investors
17:31 India overheating and red hot IPOs
21:48 Which European Equity sector look strongest?
24:03 Drivers in the Japanese economy
30:07 WisdomTree's view on gold

There are opportunities in oversold smallcap stocks says Aneeka Gupta, WisdomTree | Ep.120

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.

New tracks tagged #Aneeka Gupta