Real Vision: Finance & Investing cover image

Most-Hated Rally Ever? | Macro Mondays: September 15, 2025

Real Vision: Finance & Investing

00:00

Capital Expenditure and Trade Tensions

This chapter delves into the current capital expenditure cycle with a focus on data centers and the effects of trade uncertainty, particularly regarding tariffs and U.S.-China relations. It also examines the implications of these factors on the economy and discusses potential strategies for resolving trade disputes amidst global challenges.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app