In today's markets happy hour podcast we ask whether the swing from American Exceptionalism to Sell USA is another swing of the pendulum which has gone too far too fast.
The podcast was recorded with a mixed audience of European investors and US investors in Europe at a conference, so we had a unique opportunity to discuss macro conditions on the ground in Europe and the reason for the relatively resilient bounce back in economies such as Spain. We talk about why some of the so-called headwinds in Europe - such as the regulatory landscape, the lack of innovation and the demographic crisis, can in fact be tailwinds when it comes to servicing the booming tourism industry.
We look to earnings season, and the effect of uncertainty, as well as the difficulty of planning around tariffs, look at the price of gold - continuing to soar, and the decline in he relative outperformance of US markets relative to markets outside the US.
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