Is market sentiment emerging from the shadow of the global debt mountain?

In this month's Master Investor podcast, Sarah Lowther and Jonathan Davis disagree about the direction of the markets. Lowther, at a grass roots level, sees market sentiment on the up while Davis cites renowned financial strategist Russell Napier who errs caution due to the global accumulation of debt. Napier's thoughts are shared by United States Secretary of the Treasury Janet Yellen who suggests the U.S. government will run out of money at the beginning of June, and if that happens Davis says June will be 'a lively month'. Davis shares Napier's thoughts on debt eradication and why ‘the right kind of equities’ could be a solution. Davis's own solution is 'rack up your risk tolerance', or 'do something less frenetic than watching the markets go up and down every day' which Lowther interprets as permission to study to become a vet. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.