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18min chapter
These Are the TOP Trades for 2025
Macro Mondays
Dollar Dynamics and Market Opportunities
This chapter explores the factors influencing the strength of the dollar, particularly in light of new tariffs and trade balances with China. The speakers identify five promising trades for 2025, emphasizing interest rate cuts and the attractive potential of European bonds. It also delves into geopolitical risks in the Middle East and the dynamics between prominent figures like Donald Trump and Elon Musk, illustrating their implications for future markets and investments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode