Worse than Watergate: The US is a Long-Term Buy

We are at a historic moment in the history of the United States. As MacroESG has been writing for some time, the Trump administration is fitting the historical analog of the two previous presidencies, Hoover and Carter, that preceded their respective transformational presidencies, FDR and Reagan. This means that Joe Biden is going to be a transformational president, just like FDR and Reagan, which makes the US a long-term buy. www.macroesg.com #macroesg @gregbeier --- Send in a voice message: https://anchor.fm/macro-esg/message

Om Podcasten

We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.