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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 F...
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. is an episode from Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. James Aitken, macro strat...
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Published Jun 18, 2026, 01:35:58 long, audio available.
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