Tag: Trump 2.0

Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!

July 2, 2025

BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts […]

The Wealthion Team
Julien Garran: The Real Trump Trade Is a Blue-Collar Economic Revolution

April 10, 2025

Are investors missing the most important macro shift in decades? In this must-watch interview, Julien Garran of the MacroStrategy Partnership joins Trey Reik to explain why the market has completely misread the economic agenda of the Trump 2.0 administration. Behind […]

The Wealthion Team

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