Macro Hive Conversations With Bilal Hafeez Ep. 310: Helen Thomas on Trump’s Controlled Demolition Strategy
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May 30, 2025 
Helen Thomas, CEO of Blonde Money and former advisor to UK Chancellor George Osborne, dives into a world of political risks impacting financial markets. She discusses Trump's controversial 'controlled demolition' strategy and examines the S&P 500's vulnerabilities amidst inflation and supply chain tensions. Thomas emphasizes the interconnectedness of geopolitics and investment strategies, while also reflecting on emotional resilience in investing. With insights drawn from her extensive experience in both finance and politics, she navigates today's complex economic landscape.
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Helen's Shift to Politics Experience
- Helen Thomas transitioned from finance to politics in 2008 during the Lehman Brothers crisis.
- She found politics intangible and preferred the tangible results of markets.
Return of Political Risk in Markets
- We're entering a new era where politics and economics greatly influence markets again.
- Low interest rates masked this importance for years, but now uncertainty is driven by geopolitics.
Trump's Transparent Deal-Making Style
- Trump is highly transparent and consistent in communication, unlike typical politicians.
- His live and extreme deal-making style creates market challenges but is not uncertain in intent.
