A secular shift - the end of US exceptionalism

Episode 17 of the The totalconvexity’s Podcast podcast, hosted by total convexity, titled "A secular shift - the end of US exceptionalism" was published on May 25, 2025 and runs 48 minutes.

May 25, 2025 ·48m · The totalconvexity’s Podcast

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Summary

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.

Episode Description

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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