Episode Details
| Title | Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott |
|---|---|
| Date | 4/30/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $GLOBALDIV - Recommends increasing global diversification in portfolios due to expected changes in global economic dynamics over the next 15 years.
- “If the next fifteen years are gonna look different than the last fifteen years, then you're gonna be benefited from diversification, and now is the time to start thinking about that.” - Bob (49:30)
- 🟢 $GOLD - 🔒
- 🟢 $BONDS - 🔒
Bearish:
- 🔻 $USECONOMY - 🔒
- 🔻 $USD - 🔒
- 🔻 $EQUITIES - 🔒