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A trend of 're-equitisation' is emerging, with major private technology companies such as SpaceX, OpenAI, and Anthropic expected to conduct large initial public offerings.
Large technology companies like Google, which previously executed large share buybacks, are now raising significant capital from public markets, with Google recently raising $85 billion.
John Stebbings advocates for the UK government to issue inheritance tax-free bonds, suggesting they could be marketed as 'patriotic bonds'.
Sebastian Lyon of Personal Assets Trust maintains a base portfolio allocation to gold of approximately 10%.
The proposed inheritance tax-free UK government bond is being considered as a mechanism to specifically fund a required increase in defense spending.
Sebastian Lyon of Personal Assets Trust adjusts his gold allocation from a low of 8% in calm markets to as high as 14% during periods of high inflation and uncertainty.
According to Merryn Somerset Webb, the price of gold recently surpassed $5,000 before correcting to a level below $4,300.
Bloomberg columnist Simon White reports that Asian investors continue to be net buyers of gold.
Central banks are continuing to purchase gold, although at a reduced pace compared to previous periods.
John Stebbings believes the bull market for gold will continue, citing the deteriorating US debt situation and the risk that interest rate hikes will be insufficient to curb inflation.
Merryn Somerset Webb asserts that for the past two decades, the shrinking supply of public equities, or 'de-equitisation', has been a significant driver of the stock market's bull run.
Merryn Somerset Webb predicts that an increased supply of public equities could lead to lower overall annual market performance in the future.