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Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

Thematic Investors

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Shifting Market Trends and Managing US Debt

Market trends in Asia have shifted from Asia X Japan to Asia X China with Japan's return to growth and China's rise. The speaker highlights the challenge of US debt, emphasizing the need to signal seriousness in controlling it, with the US adding a trillion dollars of new debt every 100 days and debt financing costs exceeding a trillion dollars annually.

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