Hi, all we are aware of the inconsistent audio throughout this interview and are working to nail down what the cause of it. We think Vincent had a lot of great things he covered and appreciate your patience! 00:44 - From Bull to Bear: Shifting Sentiment on U.S. Stocks 03:17 - Trump’s Economic Mandates: Challenges and Trade-Offs 06:44 - The Deus Ex Machina Myth in Economic Policy 10:07 - The Hidden Engine of the U.S. Economy: The Gig Economy 15:20 - The Dollar’s Strength and Global Currency Dynamics 18:33 - Fortress America vs. Global Integration 21:11 - Potential Trades: Financials, Gold, and Homebuilders 25:38 - The Ukraine War’s Economic Impact on Europe 28:18 - Energy and Commodities: Lower Prices or Grand Deals? 31:21 - Closing Thoughts: Caution on U.S. Stock Valuations
audio improvements needs to be a priority. Even if you can get guests to use a cheap headset, something that gets the mic closer. Very difficult to hear unless I use external speakers
Trump Tariffs are a major talking point these days without the context of all the tariffs have on US Goods!!! Vivek is messaging that the playing field is not level My thought is DT just wants to start negotiating from a position of strength- we’ll see
Barely audible unless you’re in a quiet environment. I get that you have the daily burden of feeding the content monster, but you’re better off not posting something like this imo. Great show overall. 👍
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![[MV] A leap of faith...ความเชื่อใจครั้งสุดท้าย (From "Petrichor the series")](http://i.ytimg.com/vi/U1piZH2CNXA/mqdefault.jpg)
Hi, all we are aware of the inconsistent audio throughout this interview and are working to nail down what the cause of it. We think Vincent had a lot of great things he covered and appreciate your patience!
00:44 - From Bull to Bear: Shifting Sentiment on U.S. Stocks
03:17 - Trump’s Economic Mandates: Challenges and Trade-Offs
06:44 - The Deus Ex Machina Myth in Economic Policy
10:07 - The Hidden Engine of the U.S. Economy: The Gig Economy
15:20 - The Dollar’s Strength and Global Currency Dynamics
18:33 - Fortress America vs. Global Integration
21:11 - Potential Trades: Financials, Gold, and Homebuilders
25:38 - The Ukraine War’s Economic Impact on Europe
28:18 - Energy and Commodities: Lower Prices or Grand Deals?
31:21 - Closing Thoughts: Caution on U.S. Stock Valuations
It’s The Dollar Milkshake Theory!
LIKE the video in 2 seconds because of Vincent!
One of the smartest in finance. He sees things that most people dont!
Thank you for having him on.
elizzarda for the win!
The gig economy theory is very strong. Terrific discussion.
I didn’t notice any sound issues Maggie so it’s a minor tweak that’s needed if any!
Brilliant, as always Maggie. Thank you!
Glad you enjoyed it!
Not going to be able to sort US issues without causing a recession.
audio improvements needs to be a priority. Even if you can get guests to use a cheap headset, something that gets the mic closer. Very difficult to hear unless I use external speakers
Better audio but now your general volume is low compared to most videos.
Turn up the volume on Vincent's mike please
Trump Tariffs are a major talking point these days without the context of all the tariffs have on US Goods!!!
Vivek is messaging that the playing field is not level
My thought is DT just wants to start negotiating from a position of strength- we’ll see
Audio is terrible
Barely audible unless you’re in a quiet environment. I get that you have the daily burden of feeding the content monster, but you’re better off not posting something like this imo. Great show overall. 👍
Yea who needs a pension or benefits. We can all drive cabs
🙋🏦🌻🌻
We can barely hear you