Andreas Steno & Whitney Baker: Is This the END of US Dominance?

Описание: Turkey has been the best-performing equity market in the world in dollar terms in 2022. Meanwhile, the Mexican peso and the Brazilian real have been among the strongest currencies against the buck this year.

Amid global upheaval unlike anything in recent memory, emerging markets have become much more attractive to investors.

Is this a durable trend in asset allocation? Andreas Steno Larsen welcomes Whitney Baker, the founder of Totem Macro, for a conversation about the convergence of deglobalization, inflation, and quantitative tightening and the emergence of emerging markets as we transition to a multipolar geopolitical-macroeconomic regime. Follow Whitney on Twitter @TotemMacro. Recorded on November 23, 2022.

TIMESTAMPS:
1 The Deglobalization Trend: Where Do We Stand? 01:21
2 Deglobalization and the Tech Sector 06:32
3 Chapter 3 - What Will the Direction of Inflation Be? 0:14:21
4 What's Your Take on Real Rates Relative to the Pricing of Inflation Expectations? 0:19:00
5 How Would Rising Rates and Sticky Inflation Impact Tech? 0:26:02
6 What Are Your Thoughts on Emerging Markets? 0:32:58
7 If Inflation Remains Sticky, What Happens to the Dollar? 0:39:00
8 The Ramifications on Global Asset Allocation Trends 0:44:19
9 The Takeaways 0:49:01

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