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173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

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Manage episode 482867671 series 2893790
Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989.

His recent commentaries include one describing Trump’s “Liberation Day” as “Impoverishment Day” and that Trump is the “Bull in the China Shop”.
In this conversation, Chris gives his take on whether US equities are peaking, or just pausing.
Alongside sharing some thoughts on US equities, Chris also analyses the dollar, the bitcoin/gold dilemma, EM fixed income, private equity, and private debt.
​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube

  continue reading

207 episodes

Artwork
iconShare
 
Manage episode 482867671 series 2893790
Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989.

His recent commentaries include one describing Trump’s “Liberation Day” as “Impoverishment Day” and that Trump is the “Bull in the China Shop”.
In this conversation, Chris gives his take on whether US equities are peaking, or just pausing.
Alongside sharing some thoughts on US equities, Chris also analyses the dollar, the bitcoin/gold dilemma, EM fixed income, private equity, and private debt.
​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube

  continue reading

207 episodes

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