42 MACRO PRO TO PRO with Hugh Hendry | REPLAY | March 12, 2025 скачать в хорошем качестве

42 MACRO PRO TO PRO with Hugh Hendry | REPLAY | March 12, 2025

In this episode, Darius Dale and Hugh Hendry explore the hidden forces driving global markets. Hugh breaks down the Eurodollar system’s role in asset inflation, arguing that Japan—not the Fed—is the true source of global liquidity. He warns of a potential yen collapse and market dislocations driven by shifting collateral dynamics. They discuss the Fed’s recent policy shifts, with Hugh contending that rate cuts were aimed at preventing a refinancing boom rather than fighting inflation. Looking ahead, he sees a major market reset as U.S. policy shifts toward fiscal conservatism and protectionism, potentially triggering a deep asset price correction. The discussion highlights the need for investors to challenge consensus views and prepare for an era of heightened volatility. Each month these conversations are available to Macro Bundle and Pro-to-Pro subscribers at 42 Macro.com. https://bit.ly/3b7cKQn #stockmarket #investing #Crypto #fourthturning #stocks #kiss #drmo #macroinvesting Subscribe to the 42 Macro channel for tips about enhancing your risk management processes and preparing your portfolio for the changing market! Track the trends on 42 Macro socials! Twitter: https://bit.ly/3GcrD2b LinkedIn: https://bit.ly/3m3h7lS Facebook: https://bit.ly/30TzWQn