About this episode
Michael Shaoul, Marketfield Asset Management CEO & Portfolio Manager, says it takes a leap of faith to invest at this point in time. Diana Amoa, JPMorgan Investment Management Senior Fixed Income Portfolio Manager, says investors need to think beyond traditional hedges right now. Brian Klaas, University College London Associate Professor in Global Politics, says there is a pendulum shift happening in the United States away from populism. Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America, says there are significant downside risks that will impair U.S. growth moving forward. See omnystudio.com/listener for privacy information.