56 min listen
Is This the End of US Dominance?
Is This the End of US Dominance?
ratings:
Length:
54 minutes
Released:
Jan 22, 2023
Format:
Podcast episode
Description
Turkey has been the best-performing equity market in the world in dollar terms in 2022. Meanwhile, the Mexican peso and the Brazilian real have been among the strongest currencies against the buck this year. Amid global upheaval unlike anything in recent memory, emerging markets have become much more attractive to investors. Is this a durable trend in asset allocation? Andreas Steno Larsen welcomes Whitney Baker, the founder of Totem Macro, for a conversation about the convergence of deglobalization, inflation, and quantitative tightening and the emergence of emerging markets as we transition to a multipolar geopolitical-macroeconomic regime. Follow Whitney on Twitter @TotemMacro. Recorded on November 23, 2022.
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Released:
Jan 22, 2023
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 7 - The Triggering: Article 50 and Brexit: Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes... by Real Vision: Finance & Investing