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Ben Squared: 4th April 2025: Liberation Dismay!
Published 1 year ago
Description
In this special/bonus addition of the Ben Squared podcast, we discuss the market turmoil in response to the dramatic developments in US Trade Policy. The conversation begins with an analysis of the market reaction, and where it has been more or less rational, before turning to a broader debate on recessionary risks and the challenge for monetary policy decision makers. The conversation concludes with thoughts on investment strategy, particularly focusing on the dollar and regional equity allocations.
This podcast was recorded on 4th April 2025.
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