In this episode, E.J. Antoni and Anthony Esposito discuss the current political landscape as it relates to the upcoming elections and its impact on the markets. They delve into the financial system’s vulnerabilities, particularly focusing on the repo crisis and liquidity challenges faced by the Fed. The conversation also touches on the de-dollarization trend among BRICS nations and its implications for the US dollar’s status as the global reserve currency. The hosts explore the interplay between political decisions and economic outcomes, emphasizing the need for awareness of these dynamics in investment strategies.
