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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 entitlements could push bond yields lower, the dollar weaker, and global markets higher.

In this fast-moving macro and geopolitcal tour with Maggie Lake, Papic lays out:

• Why Europe, Japan, and emerging markets are set to lead
• How a lower dollar reshapes every asset class
• Why tariffs are mostly negotiation theater
• Using gold and crypto to defend your cash, not replace equities
• Why Middle-East fireworks won’t jolt oil, and how U.S. taxpayers quietly secure China’s crude

Video Length: 01:06:00

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