Скачать или смотреть Investing in Argentina, AI, and More in 2025 | Zach Abraham & Chase Taylor

In Episode 395 of Hidden Forces, Demetri Kofinas speaks with Zach Abraham and Chase Taylor about the recent revision in the Fed’s summary of economic projections, the investment opportunities in Latin America, the economic effects of the war in Syria, the state of the outgoing Biden administration, and the economic prospects associated with a second and more invigorated Trump administration in 2025.

They spend the first hour discussing how Fed policy, demographics, and systematic passive flows continue to drive mean reversion in equity markets and whether the most recent drawdown is yet another opportunity to buy-the-dip or if the downside risk to investors is beginning to outweigh the fear of missing out on the next rally.

In the second hour, Demetri, Zach, and Chase discuss the political and economic experiment being undertaken by Javier Milei’s administration in Argentina, whether the country is becoming investable again, how it may serve as a role model for neighboring countries in Latin America, and how Chase and Zach are approaching this potentially enormous investment opportunity.

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00:00 Introduction
01:00 Investment Frameworks and Market Dynamics
04:42 Chase Taylor's Background and Military Service
11:00 Zach Abraham on Bulwark Capital Management
14:58 Macro and Micro Investment Strategies
19:37 Fed Policy and Market Reactions
21:49 The 2% Inflation Target
22:27 The Fed's Hidden Mandate
23:11 Asset Prices and Inflation
24:01 Drawdowns and Buying Opportunities
26:48 The Passive Flow Phenomenon
29:18 Global Capital Flows and Their Impact
35:25 National Capitalism and Its Implications
45:59 Topics for the Second Hour

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

Follow Demetri on Twitter at @Kofinas

Episode Recorded on 12/20/2024