
How Will Trumponomics 2.0 Impact Investor Portfolios?
Darius recently joined David Lin to discuss the impact of tariffs, the outlook for inflation, the role of gold in our KISS Portfolio Construction Process, and more.
If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio:
1. How Are Tariffs Likely To Impact Asset Markets In 2025?
We believe China is likely to respond to tariffs by significantly devaluing the yuan, which carries profound implications for global asset markets. Historically, when China devalues the yuan, other major economies follow suit with…