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De-Globalization, Degeneracy & Gold: Why Markets Are More Unhinged Than Ever
Mar 4, 2025
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.
01:18:15
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Quick takeaways
- Retail investors are experiencing heightened anxiety, as reflected by the all-time high in the Social VIX, indicating increasing market fear.
- The shift towards de-globalization is reshaping economic dynamics, compelling countries to focus on self-reliance and local production amidst changing international relations.
Deep dives
The Current State of Market Sentiment
Market sentiment is characterized by a palpable sense of anxiety and uncertainty among retail investors. Many individuals are chasing stocks and buying dips, only to find themselves increasingly dissatisfied and disillusioned. This discontent is reflected in a new metric called the Social VIX, which captures the emotional tone of social media chatter relating to fear and greed in the marketplace. Historical comparisons show a notable spike in this metric, indicating that retail investors are experiencing higher levels of fear than during previous market disruptions, such as those seen at the onset of the COVID-19 pandemic.
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