🔴Ignore the War Risk at Your Peril | Laurent Lequeu

Executive Summary of Interview: Danny of CapitalCosm with Laurent Lequeu

(00:00:04) Introduction
Danny introduces the guest, Laurent Lequeu, and the discussion focuses on macroeconomic trends, energy markets, and financial strategies.

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(00:00:16) Laurent's Background

• Laurent shares his 25 years of experience in financial markets and the launch of his newsletter, The Macro Butler, advising high-net-worth individuals globally.

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(00:00:54) Macro Overview: Inflationary Boom vs. Stagflation

• Global Trends:

  • U.S., Europe, and Japan are in an inflationary boom.

  • China is in an inflationary bust.

• 2025 Outlook: Potential shift in U.S. fiscal and monetary policies may trigger a move from boom to stagflation (high inflation + low growth).

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