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10min chapter
How Animal Spirits Can Carry US Equities
Bloomberg Surveillance
Eurozone vs U.S. Portfolio Rebalancing and Bitcoin Dynamics
This chapter contrasts portfolio rebalancing strategies between Eurozone and U.S. investors, addressing the impact of tariffs and fiscal structures on market performance. It also explores Bitcoin's market dynamics, highlighting significant price milestones and increased ETF interest. Additionally, the discussion covers copper's declining prices as an indicator of potential global deflation and its implications for other commodities.
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AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode