Have We Reached the Bottom in Equities?

The discussion dives into the current volatility in equity markets, driven by trade policy uncertainty. They analyze the economic impact of Trump's presidency on bond yields and the dollar. Insights on European investments reveal caution due to political instability. There's a compelling look at the challenges in the European defense sector, particularly around energy reliance. Finally, the hosts explore the dynamics of the dollar and Bitcoin, suggesting it might be a prime time for investors to consider accumulating digital assets.