Many Happy Returns New World Disorder: Investing Amid the Chaos
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Mar 12, 2025 The podcast dives into the chaos of today’s geopolitical landscape, exploring the shift in U.S. foreign policy and rising tensions with Russia. Discussions include Europe’s defense spending and its effect on markets. It critiques America's manipulated economic statistics and delves into trade tensions affecting U.S.-Canadian relations. Innovative financial strategies are proposed to navigate market re-ratings, and there's a look at the implications of possible new economic frameworks and the politics surrounding U.S. debt management.
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Shifting World Order
- The world order is changing drastically, with old alliances fracturing and the US siding with Russia.
- This shift causes uncertainty in global markets and prompts European rearmament.
German Bund Yield Spike
- Germany's removal of its debt break has led to a spike in German bund yields.
- This removal impacts the entire European sovereign debt market as bunds were previously a benchmark.
European Defense Stocks Surge
- Rheinmetall, a European arms manufacturer, has seen its share price double in six months.
- This surge reflects increased European defense spending due to Russia's aggression.