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A secular shift - the end of US exceptionalism
In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.
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By total convexityIn this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.