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Will President Trump's policy pivot sustain the bull run?
Episode 140
Published 1 year, 5 months ago
Description
Explore how Trump's tariff-heavy approach mixed with tactical policy retreats is shaping market dynamics. This discussion reviews quantitative signals, strategic portfolio positioning in a deflation regime, and the risks and opportunities tied to global trade and liquidity—all while examining whether changes in policy could trigger a medium-term bounce or heightened volatility.