The Death Of American Exceptionalism? | Le Shrub

In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We also delve into the era of geographic diversification, the detox period in the US to lower the 10-year and more. Enjoy!
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Timestamps:
00:00 Introduction
00:02 The End of American Exceptionalism
03:28 Trump Policies and European Response
08:45 China's DeepSeek Moment
13:00 Ledger Ad
13:45 US vs. Europe
22:52 The Role of Hedge Funds and Pension Funds
32:53 Ledger Ad
33:37 The Role of Hedge Funds and Pension Funds (Con't)
35:51 US Market Flexibility vs. European Rigidity
37:07 Risks and Opportunities in Europe
44:51 Trading the US Detox Period
50:26 Bond Market vs Fiscal Policies
58:09 Final Thoughts & Main Takeaways
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.