Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We discuss the implications of a potential (engineered) recession and what it means for various asset classes, especially in relation to current U.S. policies. With the conversation turning to Europe, we analyze the region's military rearmament and its potential effects on the global balance of power. We also touch on the evolving dynamics regarding Turkey's economic challenges and geopolitical significance. Buckle up for a straightforward discussion filled with insights and practical implications for investors navigating this complex landscape.
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Episode TimeStamps:
01:03 - What has caught our attention recently?
05:40 - We are at a populism crossroads
07:09 - Industry performance update
09:02 - The current state and outlook for the global economy
21:03 - The absurdity of lowering yields to maintain a strong dollar
28:47 - The Mar-a-Lago accord - realistic or pure speculation?
35:42 - Are we seeing a new new world order?
42:20 - How the TSMC deal with the US will impact the conflict between Taiwan and China
50:28 - A perfect storm for the Turkish economy
57:20 - The importance of Turkey's position and military power
58:49 - Oil is in a weird spot at the moment
01:03:00 - Could extreme market drops cause policy changes?
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