The Global Economy Is Splitting Into Spheres | Eric Wallerstein

Описание: Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the future of bank regulation. Along the way, we also unpack AI productivity, repo market fragility, and why Latin America could be the next macro frontier. Enjoy!
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Timestamps
00:00 Intro
02:48 Eric's Wild Year At the Fed
07:26 Tariffs And The Role of the Dollar
14:15 Iran War Market Fallout
19:46 The Energy Shock vs Growth & Rates
24:55 Unpacking The "Donroe Doctrine"
31:29 Ads (Coinbase, Arkham)
33:12 Buying The Americas
35:56 Fixing The Fed Balance Sheet
40:29 Repairing Repo
43:23 The Coming Warsh Era
47:56 Productivity Growth vs The Fed
54:00 The Fed's Duration Plan & The Treasury-Fed Accord
58:06 Final Thoughts
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#macro #investing #markets #stocks #stockmarket