Is the Rest of the World Selling America?

Is the Rest of the World Selling America?

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance.

Topics covered include:

  • What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 2012 -2024.
  • How the performance of the U.S. dollar impacted returns
  • Why did economic forecasters predict the U.S. national debt would be paid off in 2011, and why were they wrong?
  • Signs that the current economic and financial narrative is shifting.


Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Testimony of Chairman Alan Greenspan Outlook for the federal budget and implications for fiscal policy Before the Committee on the Budget, U.S. Senate January 25, 2001—The Federal Reserve Board

Federal Surplus or Deficit [-] as Percent of Gross Domestic Product—FRED Economic Data

Nonfarm Business Sector: Labor Productivity (Output per Hour) for All Workers—FRED Economic Data

Narrative Economics: How Stories Go Viral and Drive Major Economic Events by Robert J. Shiller—Princeton University Press

Donald Trump vs Mr Market by Tim Harford—The Financial Times

Tourism boycott? Europe travel to US drops in wake of Trump presidency by Talyta França & Alessio Dell'Anna, Mert Can Yilmaz—euronews

Trump’s Trade Offensive Threatens America’s Financial Primacy by Nick Timiraos, Jack Pitcher, and Chelsey Dulaney—The Wall Street Journal

Related Episodes

519: Is This the End of Globalization and Free Trade?

380: How Stories Drive Our Happiness and Financial Success

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Avsnitt(571)

What Drives Home Prices?

What Drives Home Prices?

#43 What investment return should you expect for your home and what leads to housing booms and bust. Show notes at http://moneyfortherestofus.net/mny043-home-prices/ To sign up for the Money For the R...

11 Feb 201530min

All Countries Are Insolvent and That's A Good Thing

All Countries Are Insolvent and That's A Good Thing

#42 Why all federal governments are insolvent but investors still line up to buy government debt at low interest rates. Show notes at http://moneyfortherestofus.net/mny042-insolvency/ To sign up for t...

4 Feb 201528min

The Cult of Overwork

The Cult of Overwork

#41 Why overworking is so dangerous and why leisure is on a completely different plane from work. Show notes at http://moneyfortherestofus.net/mny041-overwork/ To sign up for the Money For the Rest of...

28 Jan 201527min

Should You Invest In Commodities?

Should You Invest In Commodities?

#40 What you need to consider before investing in oil and other commodities. Two schools of thought regarding the direction of oil prices. Show notes at http://moneyfortherestofus.net/mny040-commoditi...

21 Jan 201528min

What Drives Currency Exchange Rates

What Drives Currency Exchange Rates

#39 Why currencies fluctuate, what are the impacts and should you hedge against currency movements. Show notes at http://moneyfortherestofus.net/mny039-currency-exchange/ To sign up for the Money For ...

14 Jan 201525min

How To Invest Like A Hedge Fund

How To Invest Like A Hedge Fund

#38 What are hedge funds and how can individual investors apply strategies from top-tier hedge funds to their own portfolios. Show notes at http://moneyfortherestofus.net/mny038-hedge-funds/ To sign u...

7 Jan 201526min

Gold—Without the Hype and Politics

Gold—Without the Hype and Politics

#37 Why and how to invest in gold. Show notes at http://moneyfortherestofus.net/mny037-gold/ To sign up for the Money For the Rest of Us Insider's Guide text the word INSIDER to 44222.See Privacy Poli...

31 Dec 201428min

How Wealthy Are You?

How Wealthy Are You?

#36 Wealth can be measured in more than money. Wealth is also time and mobility. Show notes at http://moneyfortherestofus.net/mny036-wealthy/ To sign up for the Money For the Rest of Us Insider's Guid...

24 Dec 201426min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-svart-marknad
uppgang-och-fall
avanzapodden
rss-dagen-med-di
borsmorgon
rss-inga-dumma-fragor-om-pengar
tabberaset
rss-den-nya-ekonomin
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
kvalitetsaktiepodden
bathina-en-podcast
24fragor
kapitalet-en-podd-om-ekonomi
svd-tech-brief
bilar-med-sladd