Global Economic Landscape with Ben Brey
Update: 2024-07-10
Description
In this episode, 42 Macro's Darius Dale and Benjamin Brey of Deductive Capital explore global macro risks, U.S. fiscal policy, and structural changes in financial markets. Ben highlights the fragilities in the financial system, including the impact of high deficits, the increasing risk of a bear steepener, and misaligned bond valuations. They discuss China’s economic struggles, the challenges of maintaining positive real interest rates, and the importance of managing fragility in portfolios through convexity and risk protection strategies. The conversation underscores the need for a proactive approach to navigate today’s complex macro environment.
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