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Will the disintegrating global economy continue to support the global stock market?
Episode 351
Published 3 months, 1 week ago
Description
In today’s Macro Minute, Darius Dale explains why the ongoing shift to a multipolar world remains a durable source of demand for AI, defense, and critical resources, while making the case for rotating capital from over-owned U.S. mega-cap technology stocks into undervalued opportunities abroad. He also breaks down the mechanics of the "reverse portfolio substitution effect" and why the Warsh Fed’s expected bank deregulation could reshape Treasury ownership, bond yields, and nominal growth expectations over the coming years.