Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 58)
Jan 29, 2026
10:03
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In the midst of a busy travel week, spanning London, Lisbon, Berlin, Munich and Geneva, Burkhard stops by to share his boots-on-the-ground observations on factors driving economic and market activity. Plus, a look at how these observations rhyme with technology and U.S. exceptionalism (as drivers of the “Roaring Twenties” narrative).