Everyone watched Trump at Davos and thought they were seeing American power. We think they were seeing something else: a flashing warning light. The core idea of this podcast is simple: diversification is the oldest rule in investing, and the world has ignored it. We’ve funnelled a staggering share of global capital into the United States, treating U.S. markets and Treasuries like the default “safe” option. But now, with Trump openly threatening tariffs on anyone who dares to sell U.S. assets, the message is out in the open: America knows capital flight is the real threat. We start with an origin story, Henry Lowenfeld, the overlooked pioneer of diversification, and use it to decode what’s happening now: a long-overdue global rebalancing. Then we’re joined by financial strategist Sony Kapoor, who makes the case that U.S. assets are increasingly being priced not as a safe haven, but as a political risk, and that a weaker dollar, new hedging demand, and a search for opportunity outside America could reshape markets for a generation.
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