2986: September: The Worst Month For The Markets But Is It An Opportunity?

This episode analyzes the convergence of September's historical market weakness, multi-year high bond yields, and sticky inflation, which together heighten the risk of stagflation despite ongoing AI-driven US economic growth. Alongside these macro headwinds, it highlights Vanguard's ultra-low-cost global ETF launch and examines the sharp operational turnaround and surging profitability at UK small-cap lender Funding Circle.