“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
Monetary Matters with Jack Farley
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Navigating Insurance Costs and Market Shifts
This chapter explores the effects of rising insurance costs due to social inflation and the shift in investment strategies towards non-U.S. assets. It also examines the current investment landscape for gold and precious metals, highlighting skepticism about their price movements amidst changes in market dynamics. Additionally, the discussion delves into options trading strategies in a bearish environment and the evolving credit market post-Global Financial Crisis.
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