Fund@mental Weekly Review April 25th

In this debut episode of Fund@mental Weekly Review, we break down the market’s current rollercoaster ride—from global trade uncertainty to surprising shifts in traditional safe haven assets like gold, the U.S. dollar, and Treasury bonds.

We explore:

• What Gustavo Cano calls a “beautiful rebalancing” in global trade between China and the U.S.

• The connection between trade shifts and potential Fed interest rate cuts

• Unusual correlations between equities and bonds that challenge traditional diversification

• Key signals from gold, Bitcoin, and the bond market

• A critical look at the U.S.–China negotiations and what they mean for long-term investors

Packed with insights curated from Fund@mental’s latest posts, this episode cuts through the noise to spotlight what really matters.

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