About this episode
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 david@thedavidlinreport.com*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