Top Traders Unplugged With Niels Kaastrup-larsen | Engaging Conversations With The Top Traders & Investors
GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 1:06:44
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Sinopse
Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explore the impacts of massive debts, weak public sector balance sheets, and rising wealth inequality. We delve into how polarized electorates and global economic fragmentation are reshaping policies, discussing the economic implications of new tariffs, a weaker Dollar, and the prospects for Gold and Bitcoin. Alfonso shares his insights on rising interest rates and inflation, emphasizing the crucial role of central bank policies in shaping market dynamics. We also touch upon the potential impacts of geopolitical tensions and speculate on the effects of possible future scenarios, like a Trump presidency, on the global economy.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each