In the latest Not the Daily News podcast, Michael Avery interviews Anton Eser, CIO of 10X Investments, discussing the economic impact of the recent U.S. election, Trump’s policies, and their implications for global and U.S. markets. Eser provides a long-term perspective for investors, suggesting caution due to high valuations in U.S. markets and advocating for a balanced portfolio with defensive assets, particularly in inflation-linked bonds.
Press play below to listen:
Key Takeaways:
- Economic impact of Trump’s policies
- U.S. debt and deficit concerns
- Investment strategy and long-term outlook