In this episode of the Odd Lots podcast, the focus is on the rising worries about stagflation, featuring insights from economist Nouriel Roubini. He explores the potential economic effects of a Trump administration, presenting two distinct scenarios: one where pro-business policies stimulate growth and lower inflation, and another where protectionist strategies result in stagflation. Roubini also highlights the diminishing effectiveness of the traditional 60/40 investment portfolio in an inflationary climate and introduces his new ETF, the Atlas America Fund, which aims to serve as a modern alternative to conventional defensive assets by hedging against various macroeconomic risks, including inflation and de-dollarization. Additionally, the conversation delves into the future of the US dollar's global standing and the complexities of managing a weaker dollar without causing market turmoil.
