Episode Details
| Title | Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello |
|---|---|
| Date | 8/27/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $COMMODITIES - Commodities are viewed as a macro asset class and an inflation risk premium asset, making them attractive in the current economic environment.
- “Commodities, either you are an expert on the harvest season of something, which I'm definitely not, or you use them as a macro asset class. And as a macro asset class, the role they have is they are an inflation risk premium asset.” - Alfonso (44:09)
- 🟢 $HIGHBETA - 🔒
- 🟢 $EM - 🔒
- 🟢 $EUBANKS - 🔒
- 🟢 $CRYPTO - 🔒
Bearish:
- 🔻 $USBONDS - 🔒