Trump’s Trade Policies, QE Outlook & Global Debt Risks

In this episode, the discussion centers on President Trump’s aggressive trade policies—such as a 25% tariff on steel and aluminum—and their potential impact on market stability and macroeconomic conditions. The podcast explores key questions regarding whether Trump is setting the stage for Quantitative Easing (QE) in 2025 amid risks like a global debt refinancing air pocket. Additionally, experts provide portfolio strategy insights focusing on defensive asset allocations, analyze quantitative signals across various time frames, and debate Trump’s potential emulation of radical economic figures like Argentina’s Javier Milei. Listeners are offered a comprehensive review of market regimes, risks, and opportunities as the landscape responds to evolving fiscal, regulatory, and liquidity conditions.