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Unhedged

Decoding Trumponomics

Jan 23, 2025
Dive into the whirlwind of Trump’s policies and their potential market impacts. Discover insights on tariffs, trade relations with Canada and Mexico, and how immigration policies can affect inflation and the workforce. The hosts analyze the connection between political uncertainty and interest rates, with the U.S. 10-year yield as a focal point. Plus, enjoy a quirky take on the intriguing dynamic between Trump and Musk, as they navigate the intersection of politics, economics, and entertainment.
24:56

Podcast summary created with Snipd AI

Quick takeaways

  • Trump's initial trade policies suggest a cautious approach, potentially affecting market volatility and investor confidence in future negotiations.
  • The crackdown on undocumented immigration may significantly reduce the labor pool, potentially leading to wage inflation and broader economic implications.

Deep dives

Portfolio Diversification with Alternatives

Investors are increasingly looking to diversify their portfolios through alternative investments, which offer a range of strategies for both liquid and illiquid assets. One firm, managing over $320 billion in alternatives across various public and private markets, is emphasizing the long-term benefits that these investments can provide. By capturing potential opportunities in both liquid and illiquid spaces, this strategy aims to help clients achieve their financial goals in a volatile market environment. The significance of alternative investments continues to grow as they serve as a hedge against market fluctuations and traditional asset classes.

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