In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Inigo Fraser Jenkins, a market strategist at Allianz Bernstein, about his new book and the significant trends impacting investors. The discussion centers on the potential end of US exceptionalism, the dollar's changing role as a reserve currency, and the implications of de-globalization, demographic shifts, and higher inflation. They explore the challenges of government debt, the weaponization of the dollar, and the impact of domestic politics on global perceptions of dollar stability. The conversation also covers climate risk, the role of AI, and the need for investors to focus on preserving real returns in a more volatile and inflationary future.
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