Tough medicine: Trump 2.0 is a structural break for economies and markets
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Investors hoping for a swift ‘V-shaped’ recovery from the recent market sell-off are likely to be disappointed. Instead, they face a slow, grinding path forward. That’s the base case from Koda Capital’s Chief Economist, Brigette Leckie, who says the tariff-led policies of Trump 2.0 represent a structural break for economies and markets.
_____________________
Thanks to our Sponsor AlphaSense
This latest episode is brought to you by AlphaSense.
See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.