Episode Details
| Title | Stagflation and the Fed's next move |
|---|---|
| Date | 5/2/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $NONDOLLAR - There's a cautious shift towards non-dollar assets, though it's more like 'parking' than high-conviction investing.
- “It's warranted, but it's not a wholesale reallocation. So we're fortunate. There are stages to park outside The US, but at the moment, from what I've observed, it feels more like parking than high conviction investing.” - Rob (11:34)
Bearish:
- 🔻 $STAGFLATION - 🔒
- 🔻 $IMMIGRATION - 🔒
- 🔻 $GOVSPEND - 🔒
- 🔻 $USD - 🔒