Wealthion’s Andrew Brill welcomes Geo Chen to unpack why the current macro setup is highly bullish for global markets, driven by the Fed’s rate cuts, positive U.S. economic data, and China’s aggressive stimulus efforts. The author of the Fidenza Macro Newsletter also shares his updated views on key asset classes like gold, oil, and bitcoin, and explains why European and cyclical equities may be set to outperform.

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Visit Geo’s Fidenza Macro Newsletter, here: https://fidenza.substack.com/

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:09 - Geo Chen’s Background and Experience

2:14 - Philanthropy: Saving the Rainforest

4:34 - Why Geo Is Optimistic About the Current Economy

7:50 - China’s Real Estate Crisis and Economic Stimulus

10:16 - Fed’s 50 Basis Point Cut: A Decision of Least Regret

13:21 - Employment Trends, AI, and Productivity

17:42 - Inflation, Rate Cuts, and Strikes: What’s Next for the Fed?

21:54 - Why Geo Is Bullish on Cyclical Sectors Over AI

23:22 - U.S. Debt Concerns and Treasury Yields Outlook

27:38 - Gold Outlook: Reducing Allocations and Positioning

31:02 - Oil Market Dynamics: Saudi Actions and Price Impact

34:02 - China’s Shift from Export to Domestic Consumption

35:26 - The Dollar Smile: U.S. Dollar Outlook

37:32 - Bitcoin and Cryptocurrency Analysis

41:12 - Geo’s Investment Opportunities: Chinese and European Equities

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