Volatility Part I. Trade Wars. European Defense Spending.

Summary

In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss recent market trends, fiscal policies, the implications of tariffs on manufacturing, and increased European spending on defense. They delve into the concept of market volatility and its role in portfolio management.

Chapters

00:00 Market Overview and Recent Trends

03:40 US Trade and Discal Policy Dynamics

15:34 European Defence Spending

20:01 Understanding Market Volatility

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