U.S. assets

also referred to as: us assets

4 statements across 1 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Apr 14, 2025 by Marko Papic · across every show →

Everything said about U.S. assets, oldest first

Apr 14, 2025 bearish

Prediction Not checkable as stated

Papic: Trump will reach China deal, but US assets won't outperform

“I think if he gets a deal with China, which I think he will, I don't think that's good for US assets relative to the rest of the world.”

Marko Papic Apr 14, 2025 ▶ 52:13 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

Apr 14, 2025 bearish

Opinion

Papic: U.S. Private Market Assets Are More Overbid Than Publics

“And obviously, if you want to talk about where U.S. Assets are massively overbid, I think privates are even worse than public.”

Marko Papic Apr 14, 2025 ▶ 41:49 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

Apr 14, 2025 bearish

What-if

Papic: US assets would have peaked under Harris over four years instead

“I would argue that if Vice President Harris had won the election, we would be in the same boat in terms of the peak in U.S. Assets. We just wouldn't have as extraordinary of a sell-off. So what would have happened under Trump in 12 months would have probably h…”

Marko Papic Apr 14, 2025 ▶ 9:00 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

Apr 14, 2025

Assertion Not checkable as stated

Aitken: Institutional Clients Are Hedging Dollars, Not Dumping US Assets

“Are the clients I work with blanket selling US assets? They are not. For the past month and a half, the tactical ones have been increasing their dollar hedge ratios versus various currencies, which is the first step.”

James Aitken Apr 14, 2025 ▶ 31:45 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

U.S. assets

Everything said about U.S. assets, oldest first

Turn any episode into a week of clips.