Macro Mondays cover image

A Path to Trade War Diffusion

Macro Mondays

00:00

Navigating Economic Shifts and Investment Strategies

This chapter explores the current inflation landscape and the effects of recent tariff changes on market dynamics. It presents a bullish outlook for economic recovery, emphasizing the dichotomy between retail and institutional investors and their strategies in the tech sector. The discussion also highlights the importance of consumer sentiment and potential investment opportunities in a fluctuating economic environment.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app