Episode 7
Is U.S. exceptionalism over? In this episode, Julia Mord, the new Chief Investment Officer of Commonfund OCIO, takes over as host and welcomes Kris Kwait for one final conversation before his retirement after two decades. Together they address that question and more — markets have rebounded twenty percent from their lows as tariff concerns ease, but global growth has been downgraded despite decent earnings. The U.S. deficit is set to rise significantly due to new legislation, yet the dollar remains strong as the world's reserve currency. Despite recession fears, productivity growth is expected to continue, with inflation risks managed through anchored expectations.