Is U.S. Exceptionalism Dead? Evaluating Macro Trends and Market Strategies

This podcast delves into the debate over U.S. exceptionalism by analyzing key macroeconomic indicators, international investment trends, and the impact of economic and policy headwinds. Listeners will learn about portfolio strategies, quantitative signals, and market regimes amid potential shifts in economic growth and inflation. The discussion also highlights risks and opportunities in the context of federal spending cuts and changing economic data reporting, offering insights on how investors should interpret government modifications to GDP calculations.