Latest / The David McWilliams Podcast
The Great Global Rebalancing: How Trump's America is Losing its Grip on the World's Capital with Sony Kapoor
Everyone watched Trump at Davos and thought they were seeing American power. We think they were seeing something else: a flashing warning light. The core idea of this podcast is simple: diversification is the oldest rule in investing, and the world has ignored it. We’ve funnelled a staggering share of global capital into the United States, treating U.S. markets and Treasuries like the default “safe” option. But now, with Trump openly threatening tariffs on anyone who dares to sell U.S. assets, the message is out in the open: America knows capital flight is the real threat. We start with an…
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