What Worked in 2024 Won’t Work in 2025: Inflation, Tariffs & the Next Market Shock

In this episode of Discourse with Christian, Christian White sits down with Laurent Lequeu — independent financial consultant and author of The Macro Butler on Substack. Laurent shares sharp insights on the shifting global economy, inflationary pressures, and why 2025 could bring significant changes for investors worldwide.💡 In this episode:Why Laurent tracks 3 key market ratios to predict economic cyclesHis bold forecast: the US economy heading toward an inflationary bustHow tariffs, trade wars & stagflation will shape the second half of 2025The Dow vs. Nasdaq: why he believes a major rotation is underwayLaurent’s take on Trump’s economic strategy, the Ukraine conflict, and Europe's sovereign debt crisisWhere capital is moving globally (hint: watch Asia & commodities!)His top asset classes for the next 5 years (and what to avoid)🚨 Don’t miss Laurent’s contrarian views and actionable analysis.👉 Subscribe now for more in-depth conversations with financial experts, investors, and thought leaders who challenge the mainstream narrative and keep you ahead of the curve.🔗 Connect with Laurent Lequeu: X: https://x.com/LLequeu📩 The Macro Butler Substack: https://themacrobutler.substack.com/ LinkedIn: https://www.linkedin.com/in/laurent-lequeu-/#Finance #Investing #Economy #GlobalMarkets #Inflation #Commodities #Geopolitics #ChristianWhitePodcast