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Merryn Talks Money

Time To Consider Investing in German Companies and What About That 'Trump Put'?

13 Mar 2025

Description

The great John Authers, senior markets editor and Opinion columnist at Bloomberg, joins Merryn and John Stepek for this week's roundup. He talks about his time in Frankfurt, explaining "the biggest turning point for German economic policy at least since reunification, and possibly much longer." He also points out why German companies look like good value ( "take 10 percent out of your Mag7 ETF and put it into a Stocks Industrials ETF, and that will move things very quickly") and whether Wall Street is losing hope in the 'Trump put.' Disclaimer: Merryn's audio isn't great in this episode but we'll have it fixed by next week. The Johns sound excellent. See omnystudio.com/listener for privacy information.

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