Episode Details
| Title | “China’s digging out of a crisis. But America’s luck is wearing thin.” — Ken Rogoff |
|---|---|
| Date | 6/12/2025 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $EUROEQUITIES - Ken suggests investing in European equities due to their potential for catch-up growth, emphasizing the benefits of international diversification.
- “I think there's a case for international diversification, particularly into Europe at this point because they have so much potential catch up.” - Ken (14:52)
- 🟢 $USTECH - 🔒
- 🟢 $RATES - 🔒
Bearish:
- 🔻 $CHINA - 🔒
- 🔻 $USD - 🔒