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Can the market look through trade talks to continue pricing in Paradigm C?
Episode 145
Published 1 year, 4 months ago
Description
Explore the potential shift in U.S. economic policy as trade negotiations, presidential temperament, and geopolitical factors determine whether the market sustains its pricing in Paradigm C or retreats to Paradigm B. The discussion covers portfolio strategies under a deflation regime, quantitative signals, and key risks and opportunities shaping both domestic and global financial landscapes.