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In this episode of Skeptic’s Guide to Investing, Clem Miller and Steve Davenport discuss how the incoming Trump Administration’s threats to impose very high tariffs, expel millions of undocumented immigrants, and reshape U.S. alliances  to favor authoritarian regimes (coupled with the Fed’s strong dollar policy) are causing global shockwaves. We discuss the precarious position of Trudeau’s government in Canada and the prospect of U.S. military intervention in northern Mexico to address migration and drug crimes.  We discuss shifts within multi-party coalitions in Germany, potential EU direct military involvement in Ukraine should the U.S. reduce support, and Russia’s covert efforts to destabilize EU governments.  We discuss the attempted self-coup in South Korea, as well as the political and economic situations in Brazil and China.   Finally, Steve and Clem share their thoughts on U.S. investors should consider these developments with respect to their stock selection and portfolio positioning. 

Straight Talk for All - Nonsense for None


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