Is stagflation coming? How to invest in Trump 2.0
Donald Trump has won the US Election, the Fed has started cutting rates, and US earnings are beyond us... now what?
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Show Notes
In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Billy Leung to explore:
- What the Trump election plus Fed rate cuts mean to us
- Can US exceptionalism continue?
- Is the US market too expensive?
- How do you position a portfolio for uncertainty in the US?
- Is stagflation a looming problem?
- Billy's strong case for cybersecurity
Fund in focus: Global X BUGG ETF (ASX: BUGG): https://www.globalxetfs.com.au/funds/bugg/
Global X is a long-term sponsor of The Australian Investors Podcast.
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