Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!

Описание: BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts entitlements could push bond yields lower, the dollar weaker, and global markets higher.

In this fast-moving macro and geopolitcal tour with Maggie Lake, Papic lays out:
Why Europe, Japan, and emerging markets are set to lead
How a lower dollar reshapes every asset class
Why tariffs are mostly negotiation theater
Using gold and crypto to defend your cash, not replace equities
Why Middle-East fireworks won’t jolt oil, and how U.S. taxpayers quietly secure China’s crude

Stay for the second half, where Rocklinc’s Jonathan Wellum drills into tangible-asset plays and portfolio tactics.

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Get To Know: Rocklinc's Jonathan Wellum    • Get To Know: Rocklinc's Jonathan Wellum  

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Chapters:
00:23 - Big Beautiful Bill: Market Impact?
03:03 - Are Deficit Hawks Still Relevant?
06:43 - Can the Bill Actually Jump-Start Growth?
09:11 - Why Pressure Powell If Fiscal Policy Matters More?
10:36 - Quiet Bond Market—What Does It Mean for Stocks?
13:09 - Trump’s Tariff Threats: Bluff or Reality?
17:56 - Re-shoring vs Low Yields—Can Both Happen?
25:35 - Who Wins Most Under Trump’s Agenda?
32:37 - Europe vs U.S.: Is the Growth Story Shifting?
36:28 - Middle East Tensions: Any Market Shock?
42:05 - China’s Energy Weak Spot & Taiwan Risk
47:17 - Gold or Commodities—Best Dollar Hedge?
52:27 - Range-Bound Bonds: What About Equities?
56:55 - Global Value Hunt—Risk or Reward?
1:00:51 - Diversification Debate: Stocks vs ETFs
1:03:43 - Hard Assets Rising—Where’s the Opportunity?

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