The World Is Dumping U.S. Assets | Julian Brigden скачать в хорошем качестве

The World Is Dumping U.S. Assets | Julian Brigden

Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/macrocapture-... Julian Brigden Co-Founder of MI2 Partners joins Monetary Matters to discuss why the dramatic shift in US trade policy is making non-US investors dump US assets and bring home the profits from a historic bull run in US assets. He also explains why this repatriation of profits coupled with an eventual slowdown in the flow of dollars driven by tariff policy itself spells a weaker dollar and trouble for US financial markets, even if it does result in American reindustrialization. Recorded April 15, 2025. Follow Julian Brigden on Twitter https://x.com/JulianMI2 Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 01:53 The Whole World is Overweight the US 09:55 Tariffs Slow the Dollar Flow 17:54 Selling US Assets is Prudent for Foreign Investors 26:42 Who Wins in the US Domestic Economy? 29:56 MacroCapture 34:58 Tariffs Have Been a Carpet-bomb Approach 44:06 Tariffs = Stagflation 49:43 Tariff Effects on China and Europe 54:04 Are Risks Greater in the US? 01:00:13 Will Foreign Markets Outperform on US Weakness or Their Strength? 01:04:32 Bond Market Outlook 01:10:24 Gold Outlook 01:12:50 Reading the Tape to Detect Market Participants 01:18:16 Where is the Trump Put? 01:22:21 America’s Liz Truss Moment 01:25:59 Credit Trades and HYG #stocks #tradewar #investing #tariffs #inflationstrategies #trumptariffs #bonds #hedgefunds #economy #recession #stockmarketcorrection #usdollar #uschinaconflict #chinaeconomy #dollar #dollarcollapse #eurodollar