Podcasts on Trade, Tariffs, Financial Repression and Investment Themes
Here are our group’s latest podcasts over the past few weeks.
The first is with George Magnus - former Chief Economist of UBS - an insightful discussion highlighting the trends in trade and tariffs, with observations on the USD reserve currency status and the global economy:
The second is with one of our Most Admired Advisors (MAA) Larry McDonald - another insightful discussion highlighting how and what tools of financial repression are being used to address the unsustainable government debt and deficits challenges, along with investment ideas on minimizing the risks of these financial repression tools, which may have unintended adverse consequences to investors:
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Disclaimer: This information and material contained in this post is of a general nature and is intended for educational purposes only. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. This post does not constitute a recommendation or a solicitation or offer of the purchase or sale of securities. Furthermore, this post does not endorse or recommend any tax, legal, or investment related strategy, trading related strategy or model portfolio. The future performance of an investment, trade, strategy or model portfolio cannot be deduced from past performance. As with any investment, trade, strategy or model portfolio, the outcome depends upon many factors including: investment or trading objectives, income, net worth, tax bracket, suitability, risk tolerance, as well as economic and market factors. Economic forecasts set forth may not develop as predicted and there can be no guarantee that investments, trades, strategies or model portfolios will be successful. All information contained in this post has been derived from sources that are deemed to be reliable but not guaranteed.