Paul Krake - Post Trump, Ripping up the Investment Playbook
Economy | Information | History | Online | Facts | World | Global | Money
Erik Townsend and Aaron Chan welcome Paul Krake to MacroVoices. Erik and Paul discuss: The bond market blowup in the context of the U.S. Presidential election Prevailing narrative of fiscal stimulus given a Republican sweep of Congress Ripping up the investment playbook under a Trump presidency Violent rotation out of long-bond proxies into higher growth, higher rate assets The resulting balance sheet and pension destruction from the rotation Validity of rising inflation expectations and timeline for commodity price uplift U.S. Dollar breakout's adverse effects on Emerging Market equities and fixed income Potential for a disorderly rise in interest rates and the U.S. Dollar Unwinding of overcrowded Emerging Markets trades Gold losing its predictive ability and relevance China debt dynamics and potential RMB devaluation in the context of limiting social unrest China's growing sphere of influence in Asia-Pacific as the U.S. embraces isolationism 'Legal grabs' leading to waning U.S. hegemony State of the global commodities supercycle Tailwinds for the Japanese economy and equities despite structural demographic issues http://www.macrovoices.com/214-paul-krake-post-trump-ripping-up-the-investment-playbook
Comments
-
Go to Macrovoices and sign up and get the real deal. This is just some suck face channel who steals from other people. Revengeance Economics YOU SUCK!!
-
It would be nice if you added some comments along with these uploads.
0m 0sLenght
1Rating