Description
We dive deep into the shifting tides of global trade, monetary imbalances, and political infighting. From tariffs to treasuries, what's really driving the disruption?
What you'll learn here:
00:00:00 - Intro
00:00:41 - What tariffs mean for inflation and the bond market
00:03:33 - How MAG 7 dynamics differ from MAGA trade policies
00:16:21 - The potential size of the “boggie” in market selloffs and debt
00:17:07 - Ray Dalio’s framework for understanding today’s deeper economic shifts
00:17:25 - The case for the end of globalism and what replaces it
00:19:31 - How the U.S. dollar contributed to structural trade imbalances
00:23:57 - Why Elon Musk might be at odds with his economic circle
00:33:51 - Why China's bond selloff may be a response to U.S. tariffs
00:45:22 - Insights from the Street on where equities and crypto are headed
Transcript & Guest Info: https://www.theinvestorspodcast.com/bitcoin-fundamentals/trump-tariffs-market-chaos-bitcoin-impact-w-james-lavish/
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#GlobalTrade #MonetaryImbalances #PoliticalInfighting #EconomicDisruption #Tariffs