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SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne

Top Traders Unplugged

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Analyzing Global Macroeconomic Trends

This chapter examines the current state of the global macroeconomic environment, focusing on recent trends in U.S. recession risks, consumer resilience, and labor market conditions. It also discusses the implications of election outcomes on fiscal policies, bond yields, and market strategies, while highlighting challenges faced by trend-following investors. The speakers provide insights into portfolio construction and alternative investment options amidst rising economic uncertainties.

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