In this episode of the Global Alpha Podcast, the hosts discuss the current state of the global economy, focusing on tariffs, inflation, and the upcoming earnings season. They analyze the potential impacts of U.S. tariffs on Mexico and the EU, the resilience of the market amidst economic indicators like CPI, and the strategic moves of tech giants like Meta in the AI space. The conversation also touches on the importance of managing risk in investing, especially as the bond market shows signs of volatility.
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