Episode 33 - A US Macro Market Outlook with Brian Levitt: Invesco Chief Global Market Strategist

In the latest episode of our award-winning series we are thrilled to welcome Brian Levitt, Invesco’s Chief Global Market Strategist, to the Podcast. Though all too ready to discuss global matters, given Brian’s locale (NYC), we take the opportunity to really lean into the US story. Up for debate are the economics, the politics and monetary policy in the region, however, the focus, as always, is the investment case. Time is spent on the prospect of an AI bubble, of Goldilocks, on Growth Vs Value on Large Vs Small and on sector preferences. The conversation is conducted at a very nice pace with Brian performing in his usual high energy and erudite manner.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 12th December 2025.Hosted on Ausha. See ausha.co/privacy-policy for more information.