Ozan Tarman

Ozan Tarman, Vice Chair of Global Macro at Deutsche Bank, dives into the evolving concept of U.S. exceptionalism in the investment landscape. He discusses the shift in market sentiment from tech dominance to safer assets like gold, highlighting how Trump's trade policies might signal a turning point for U.S. assets. The conversation explores the potential for the U.S. to mirror emerging markets politically and economically, raising questions about the future of American investments and the implications for global trade dynamics.

Ozan Tarman, Vice Chair of Global Macro at Deutsche Bank, discusses the fascinating dynamics behind the rising popularity of gold and U.S. tech stocks. He highlights growing skepticism towards U.S. sovereignty driving gold's rise and the tech sector's fixation, particularly on companies like NVIDIA. Ozan also shares insights on the implications of de-dollarization and fiscal dominance, while analyzing the potential of an AI-driven bubble. Furthermore, he emphasizes how daily conversations with various investors shape his understanding of market trends.

Stephen Miran, a member of the Federal Reserve Board of Governors, shares insights on the Fed's outlook for rate cuts and the implications for the U.S. economy. Chris Hyzy, Chief Investment Officer at Bank of America, discusses market reactions to economic and labor data, urging caution with investment portfolios. Ozan Tarman from Deutsche Bank provides a global markets outlook, touching on the interplay between AI, gold, and current risk dynamics. Together, they dissect the risks and opportunities shaping the financial landscape.