Playback speed×Share postShare post at current timeShare from 0:000:00/85In Conversation w/ Michael BrownTariffs, central banks, and the US equity bull market.AP ResearchJul 10, 202585ShareNEW POD: In Conversation with Michael Brown, Senior Research Strategist at Pepperstone: Cross-asset implications of the latest tariffsThe ongoing bull case for US equitiesCentral bank guidance for H2UK fiscal woesDiscussion about this videoCommentsRestacksAP ResearchSubscribeAuthorsAP ResearchRecent PostsIn Conversation w/ David Cervantes / Pinebrook CapitalAug 26, 2025 • AP Research and David CervantesIn Conversation w/ Max FellermanJul 27, 2025 • AP ResearchIn Conversation w/ Le ShrubJul 17, 2025 • AP Research and Le Shrub