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.

In this episode, we will discuss the three horsemen that dominate today's capital market: growth divergence between US and China, fiscal divergence between US and Europe and monetary divergence between US and Japan.

In this episode, we will discuss the potential scope and magnitude of tariffs, the impacts on the economy and the implications on financial assets.

In this episode, we will discuss the coming US election and the investment implications.

In this episode, we will discuss our long-term outlook on Latin America. 

In this episode, we will discuss the potential change of the trend of Japanese Yen, and why this matters not only for macro traders, but also for asset allocators.

In this episode, we provide an update on the market outlook.

In this episode, we will discuss geopolitics and the investment implications. 

In this episode, we will provide our market outlook for year 2024