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16min chapter
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
Monetary Matters with Jack Farley
Shifting Currents: U.S. Dependency on Foreign Investment
This chapter explores the evolving landscape of international trade and U.S. dependence on foreign investments, particularly amidst shifting capital flows from Europe and Asia. It addresses the risks tied to the increasing sell-off of U.S. assets by foreign investors and its potential implications for the U.S. economy and stock market. The discussion also considers external factors like a possible recession and the impact of geopolitical events on global economic stability.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode