Eurasia Group on Geopolitics and New Trade Order
In this episode of Non-Consensus Investing, host Ram Ahluwalia, CIO at Lumida Wealth, speaks with Rob Kahn, Managing Director and Chief Economist at Eurasia Group. They discuss the complexities of global markets influenced by geopolitical events, such as the US-China trade war, tariff impacts, and potential economic outcomes including recession risks. Rob provides insights into the interplay between politics, economics, and markets, emphasizing the unprecedented nature of current US tariff levels and their broader consequences. The conversation also touches on regional economic responses, trust in trade relationships, and possible shifts in global economic policies. As they explore the longer-term scenarios, the discussion highlights the critical need to stay informed and adaptable in the ever-evolving landscape of global investing.
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Show Notes
(00:29) Guest Introduction: Rob Kahn, Eurasia Group
(03:15) US Tariff Policies: Global Implications
(06:13) Tariff Negotiations
(08:33) Economic Theories and Market Responses
(27:13) Regional and Global Trade Impacts
(31:51) US-Mexico Trade Relations
(33:07) Challenges in US Manufacturing
(35:47) Economic Impact of Tariffs
(38:31) Market Outlook
(41:23) Global Trade and Economic Integration
(45:10) Political and Economic Risks in Trade
(46:21) Financial Market Impacts of Trade Policies
(49:49) Digital Assets in Trade Agreements
(52:30) Treasury Markets and Recession Risks
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