Episode 44: Short Equities From Early January? With Juliette Declerq

Could the US be in for a turbulent 2025 before the dawn of a bright future? JDI Research founder Juliette Declercq thinks so - and she sat down with Maggie Lake for a special deep-dive interview on her 2025 outlook and beyond. They discuss the factors driving what Juliette calls a “capitalism malaise,” including a shrinking workforce, stagnant wages, and the risks of excessive government debt. Juliette also analyzes the potential impact of Trump's economic policies, such as immigration reform and tariffs, saying they could lead to a “macro revolution” with both opportunities and significant disruption. Also discussed: the role of technology and AI, the future of the US economy, and the all-important E-Factor: Elon Musk’s role in the new administration. Recorded on December 3, 2024. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com