Viktor Shvets on Trump's Historical, Revolutionary Moves
Episode publishedPodcast: Odd LotsOdd Lots
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Hello, and welcome to another episode of the Odd Lots podcast. I'm Jill Weisenthal.
And I'm Tracy Alloway. Tracy,
you know what I'm proud of? Who? I don't you know, I look. I I'm not a trader or anything like that. I don't, like, try to make a lot of calls or, oh, look at you know, I'm not even a pundit and get things right. That being said, you know what I think we did well? I think, we took the prospect of a serious change in The US trading relationship with the rest of the world as a serious possibility.
We we took Trump both seriously and literally?
When he was talking on the campaign trail and in the early days after the election, when the markets were flying because all they were talking about was tax cuts and deregulation, I think we were giving serious airtime and writing time to the aspects of, Trumpism that might not be so market friendly.
I think that's right. Also, in our newsletter just a couple weeks ago, we were talking about how weird the markets actually were because we weren't seeing that much risk priced in. Right? Like, spreads on credit still pretty low. FX volatility at the time was pretty low. Just lots of weird stuff going on in the markets. And there's someone else who noticed this.
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