Our Global View Q2 2025

Aired: June 24, 2025

In this webinar, Jabir Sardharwalla, and Theo Shou, examined global economic challenges, focusing on debt, tariffs, and market trends. Chief strategist Jabir highlights the rising U.S. debt servicing costs, now at 3% of GDP, as a growing concern, while the dollar remains resilient due to global demand. ​ Tariffs have eased, dropping to 15.4%, reducing economic strain. ​Europe and China are emerging as investment opportunities, driven by innovation and fiscal discipline, though U.S. exceptionalism persists. Gold’s performance correlates with the weakening dollar, and crypto, particularly Bitcoin, is gaining institutional interest. ​Geopolitical risks, including Iran and Taiwan, are unlikely to cause immediate market disruptions. Innovation remains key.
Our Global View - Skybound Capital Webinar

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