Ep. 12: Are we Hanging on a Thread? Marco Rubio offers a Path Forward (2/18/26)
Автор: Seth Antiles
Загружено: 2026-02-19
Просмотров: 33
Описание:
In this session, Seth Antiles breaks down the latest shifts in global financial markets and the geopolitical signals shaping investor sentiment. He unpacks the market volatility and growing concerns around the U.S. dollar’s role as the world’s reserve currency, then dives into Marco Rubio’s recent Munich Security Conference speech—contrasting it with J.D. Vance’s earlier address and highlighting Rubio’s emphasis on Western values and transatlantic alliances.
The conversation wraps with Seth’s outlook on NVIDIA’s upcoming earnings and his latest portfolio moves, including trimming tech exposure and leaning more into goods and services sectors.
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