Macro Voices cover image

MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

Macro Voices

00:00

Is There a High Chance of a Civil War?

i don't see how we could avoid it, is a situation where you have almost everyone certain that their side won and neither side is willing to concede. Some even talk about the risk of civil war, which will be a grave problem. This is another reason to probably add a long volatility hedge to my portfolio of recommendation. There is no question that there's a chance that the us Election is an inflection point this year in globola set. However, such riots would be more likely to be the spark that starts a global fire.

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