Trends with Friends

De-Globalization, Degeneracy & Gold: Why Markets Are More Unhinged Than Ever

Mar 4, 2025
Guest
Lewis Johnson
In this lively discussion, guest Lewis Johnson, CIO of Capital Wealth Advisors, shares insights on the shifting landscape of global markets. They delve into the implications of de-globalization, exploring rising tariffs and the surge in gold prices amidst economic uncertainty. The conversation examines the booming European defense sector and the impact of influential figures like Trump and Musk on market dynamics. The team also highlights the evolving role of technology, including Waymo's driverless innovations, as they navigate an increasingly complex financial world.
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INSIGHT

Unprecedented Market Fear

  • Current market fear has an abyss, unlike previous cycles, due to unprecedented macro events.
  • The shift from practical analysis to unpredictable human reactions creates unparalleled uncertainty.
INSIGHT

Deglobalization's Impact on American Economy

  • America's heavy reliance on global production for its GDP and consumer goods makes deglobalization impactful.
  • Producing iPhones domestically at current prices and quality is impossible, highlighting the economic consequences.
INSIGHT

Deglobalization Trend

  • Data suggests that the forces behind globalization peaked 10-15 years ago.
  • The world is changing significantly, creating new winners and losers in the investment landscape.
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