The Julia La Roche Show
#245 Axel Merk: Axel Merk: How Trump's Trade Policies Could Disrupt Global Financial Plumbing
Mar 25, 2025
In this engaging discussion, Axel Merk, founder and CIO of Merk Investments with over 30 years of investment experience, dives into the implications of Trump’s trade policies on global financial systems. He highlights potential disruptions in capital flows and the fragility of current economic frameworks. Merk also elaborates on gold as a contrarian indicator amidst inflation worries, addressing why there's no such thing as a safe asset today. His investment strategies and insights into stagflation risks provide valuable guidance for navigating volatile markets.
34:26
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Quick takeaways
- Trump's executive trade policies may significantly disrupt global financial flows, altering the foundational structure of the financial system.
- Stagflationary risks persist, requiring investors to adopt vigilant and adaptive strategies amid rising inflation and stagnant growth.
Deep dives
The Impact of Executive Policy on Macro Economics
Executive policy plays a significant role in macroeconomic dynamics, particularly as exemplified by recent executive orders from the White House. The podcast discusses how these orders may potentially alter the foundational structure of the global financial system, going beyond traditional fiscal and monetary policies. For instance, the focus on tariffs, which have typically been within Congress's domain, is now increasingly driven by the president's executive actions. This shift could disrupt financial flows and create unintended consequences that may affect both domestic and international economic landscapes.
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