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18min chapter
“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
Monetary Matters with Jack Farley
Global Market Dynamics: Insights and Strategies
This chapter examines the performance of global markets, comparing trends in the US, European, and Chinese equities. It highlights the implications of geopolitical events on investment opportunities, particularly with the rise of European defense stocks and the evolving landscape of Chinese financial policies. The discussion emphasizes the importance of a strategic long-term investment approach amid market volatility and complex international relations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode