- Geopolitical Strategist
United Kingdom, Intermediary
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In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
In this episode:
1:15 – Equity market: Potential winners and losers
3:35 – Outlook for fixed income and bond yields
5:00 – Fiscal policy implications
6:30 – Deficits and the bond market
7:30 – Immigration’s impact on growth and inflation
10:15 – Tariffs and trade policy
13:10 – Geopolitical risk
15:30 – Fed policy in Trump 2.0
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Guests
- Macro Strategist
- Macro Strategist
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Unearthing the unseen in geopolitics
Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.
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Sahm rules are meant to be broken
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The US elections through the eyes of a European investor
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URL References
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Pre-election ideas for investors: Lean into what you know (not what you don’t)
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Multiple authors