『Collateral Damage of Selling US Treasuries』のカバーアート

Collateral Damage of Selling US Treasuries

Collateral Damage of Selling US Treasuries

無料で聴く

ポッドキャストの詳細を見る

概要

In this episode of Stock Talk, Aman breaks down the growing global conversation around selling US Treasuries — and why it's not as straightforward as it sounds. With countries like China reducing their holdings and Danish pension funds walking away, the idea of pushing back on US dollar-based assets is gaining momentum. But what happens if everyone sells at once? Aman maps out the ripple effects and a global contagion that would hit every economy — not just America's. He explores why a slow, methodical approach to repatriating capital makes more sense than a sudden sell-off, shares how he's positioning his own portfolio, and explains why patience and global coordination will be essential to navigating this uncertain era.
まだレビューはありません