Jay Martin hosts a panel at the VRIC 2025 with Danielle DiMartino Booth, Mark Moss, and David Rosenberg on capital allocation in 2025. They discuss consumer pressure, expected Fed rate cuts, government deficit spending, and geopolitical risks. Moss sees short-term volatility but a bullish long-term outlook, while Rosenberg warns of economic uncertainty and Trump's proposed Canada tariffs. The panel emphasizes defensive investments, commodities, and Bitcoin in a shifting monetary landscape.
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0:00 - Intro
5:26 - Market Liquidity and Risks in Q1 2025
9:00 - Economic Uncertainty and Fiscal Stimulus
15:23 - Impact of Potential U.S. Tariffs on Canada
21:12 - Trump's Economic Policies and Market Impact
24:07 - Defensive Investment Strategies for 2025
25:48 - Portfolio Allocation: Offense vs. Defense
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