The Market Huddle

The US is IMF’ng Itself (Guest: Ed Price)

14 snips
Mar 25, 2025
Ed Price, an independent geopolitical analyst and NYU instructor, shares his insights on America's identity crisis between 1776 and 1789. He discusses the future of the U.S. dollar amidst political turbulence and the implications of bold geopolitical scenarios, like Taiwan and Greenland trades. Price argues that Trump's policies require serious consideration, especially regarding authoritarian ties. The conversation reveals deep connections between economic discourse and global perceptions of American leadership, shedding light on Wall Street's often overlooked geopolitical blind spots.
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INSIGHT

Trump's Intentions

  • Trump's actions should be taken both seriously and literally.
  • His rhetoric on deportations and annexations should not be dismissed.
INSIGHT

Dual American Identities

  • The "American character" comprises two forces: 1776 (rebelliousness) and 1789 (legalism).
  • Trump appeals to the 1776 spirit, prioritizing expansion over rule of law.
ADVICE

Hedging Against Trump

  • Consider the possibility of Trump's unconventional actions, even if they seem unlikely.
  • It's a cheap hedge to prepare for potential market disruptions.
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