Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame
RiskReversal Pod
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Analyzing Trade and Economic Policies
This chapter explores the intricacies of trade, tariffs, and economic policies during Trump's administration, comparing his first and second terms. It highlights the influence of inflation and interest rates on market dynamics and discusses the role of large tech companies in the stock market's performance. The conversation delves into the interconnection between public and private economic growth, emphasizing the risks posed by rising rates and the potential need for intervention to stabilize market conditions.
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