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- Full replay of 22 Oct webinar
- The fuel for the rally comes from a mix of fiscal stimulus being channelled into fund flows and financial sector leveraging
- But cracks are beginning to appear, from First Brands, to doubts about circular financing in tech, to the flight into gold
- To understand the limits of leveraging, look at the fund flows
- First third free to view; full version only for clients with Group Webinar and One-on-one subscriptions

- Free clip from 22 Oct webinar
- The fuel for the rally comes from a mix of fiscal stimulus being channelled into fund flows and financial sector leveraging
- But cracks are beginning to appear, from First Brands, to doubts about circular financing in tech, to the flight into gold
- To understand the limits of leveraging, look at the fund flows
- First ten minutes free to view; full webinar only for clients with Group Webinar and One-on-one subscriptions