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27min chapter
Tariffs: The Ultimate Stagflationary Shock? | Darius Dale on "Liberation Day," DOGE, Gold, and the Global Debt Refinancing Air Pocket
Monetary Matters with Jack Farley
Navigating the Shifting Landscape of Global Markets
This chapter explores the complexities of international trade and finance, specifically focusing on the U.S. trade deficit and its effect on global economic dynamics. It discusses the need for a strategic shift in investor mindsets and asset allocation amidst rising international investment deficits and potential market volatility. Emphasizing risk management through systematic strategies, the chapter highlights the importance of adapting to evolving market conditions to enhance investment performance.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode