EPISODE · May 25, 2025 · 48 MIN
A secular shift - the end of US exceptionalism
from The totalconvexity’s Podcast · host total convexity
In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.
What this episode covers
In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.
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A secular shift - the end of US exceptionalism
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