
Episode 31: Stocks to Rebound, But There's Trouble Ahead. With Vincent DeLuard.
Maggie Lake Talking Markets
Economic Resets and the Timing of Capital Allocation
This chapter explores the intricate balance of global trade and capital allocation, highlighting the pressing need for an economic reset. It contrasts the rapidity of financial decision-making against the slower pace of reshoring manufacturing, illustrating potential risks to the US economy in the interim.
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