Charlie McElligott
speaker
507 appearances
2 recordings
1 series
first heard Mar 2025
last heard Jul 2025
Charlie McElligott’s voice in public audio — every appearance, attributed to the second.
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Appearances
on strongest economy, deregulation, all these stimulative measures in the pipes was also too this idea of tech innovation.
And tech innovation was the story of last year and the last two years with the last 15 years.
Was with regards to AI, right?
Yeah.
It used to be FEMG back in the teens, right?
So this idea of megacap tech, all those things that made people, you know, the completely dictated stock market last year, like Mag 7, Mag 8, 35% of the S P 500, 50-some percent of the NASDAQ, concentration of all of these kind of tech and disruption themes in the market.
Market, that was a big part of the US exceptionalism trade.
Well, guess what?
Those trades are really crowded.
They're really loaded into.
And two shocks happened.
The first shock was the market.
And this is why I started, you know, going out and talking about hedging for downside in February.
Was this idea that the market, I think, was misunderstanding the phasing or the sequencing of a Trump economic plan, which was.
you've got to do the painful stuff first in order to get to the stimulative stuff later.
And that spread, that time spread, you know, you had to kind of try to engineer a slowdown to then be able to get the rate cuts via the disinflation that he is trying to create.
Which ultimately, you know, this idea of like fiscal contraction to potentially then fiscally expand, you could even say.
The other shock.
It's lost in the wash here and this wasn't just a Trump gross scare, right?
We already gross scare every Q one into Q two.
Showing 361–380 of 507 · page 19 of 26
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