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15th July 2026

The Sharpe End podcast: Losing the plots

A month into Kevin Warsh's tenure as the closely watched Fed Chair, investors are debating whether this is simply a change of personnel or the start of a new era for US monetary policy. 

Next, the team turn to AI, after a sharp sell-off in the mega-cap hyperscalers amid growing scrutiny of the sustainability of their spending. Finally, this month’s stock spotlight is Amer Sports – a name that might not be familiar, but who owns brands such as Arc’teryx and Salomon that are certainly growing in popularity.

This podcast was recorded on 8 July 2026. 

Listen here

 

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