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18min chapter
The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord”
Monetary Matters with Jack Farley
Navigating Economic Turbulence
This chapter explores the multifaceted consequences of a weak dollar, tariffs, and changing financial conditions on the economy, including effects on exports and consumer behavior. It emphasizes the interplay between political decisions, Federal Reserve actions, and market responses, while also addressing investor challenges in a risk-off environment. The discussion highlights the complexities of bond markets and interest rates, underscoring underlying demographic trends and global economic influences.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode