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U.S. Asset Flows

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about U.S. Asset Flows, every show

CAPITAL ALLOCATORS Opinion
Papic: US asset outperformance driven by post-2020 fiscal spending is over
“It's the fiscal gravy train that gave us exceptionalism of the U.S. Asset flows from 20 20 to 20 25. That's over.”
Marko Papic Apr 14, 2025 ▶ 11:24 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

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