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America’s Debt: ‘Out Of Control’ Or Overblown? | Thomas Mayer
Manage episode 485460318 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Thomas Mayer, Founding Director of Flossbach von Storch, discusses the shifting global bond market, the clash between fiscal and monetary policy, and the outlook for US versus European assets amidst rising trade tensions.This video was conducted on behalf of Axcap Ventures Inc. (CSE: AXCP I OTC: GARLF) and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/GARLF-233Website: https://www.axcapventures.ca/*This video was recorded on May 22, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW THOMAS MAYER:Flossbach von Storch: https://www.flossbachvonstorch-researchinstitute.comX (@fvs_com): https://x.com/fvs_comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro1:05 – Tariff pause global implications4:37 – Stock market outlook in light of US-China9:50 - Bonds12:03 – The Fed14:30 – American exceptionalism16:10 – S&P50017:53 – Asset allocation20:36 – European markets23:38 – Risk to financial stability26:14 – US vs. Eurozone growth28:32 - Milei-type austerity for US debt?#investing #stocks #economy
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Manage episode 485460318 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Thomas Mayer, Founding Director of Flossbach von Storch, discusses the shifting global bond market, the clash between fiscal and monetary policy, and the outlook for US versus European assets amidst rising trade tensions.This video was conducted on behalf of Axcap Ventures Inc. (CSE: AXCP I OTC: GARLF) and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/GARLF-233Website: https://www.axcapventures.ca/*This video was recorded on May 22, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW THOMAS MAYER:Flossbach von Storch: https://www.flossbachvonstorch-researchinstitute.comX (@fvs_com): https://x.com/fvs_comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro1:05 – Tariff pause global implications4:37 – Stock market outlook in light of US-China9:50 - Bonds12:03 – The Fed14:30 – American exceptionalism16:10 – S&P50017:53 – Asset allocation20:36 – European markets23:38 – Risk to financial stability26:14 – US vs. Eurozone growth28:32 - Milei-type austerity for US debt?#investing #stocks #economy
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Similar to The David Lin Report
Entrepreneurship empowers everyone
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…
continue reading
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