173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

In the Money Maze Podcast, Simon Brewer interviews Chris Wood, a strategist at Jefferies, about his predictions regarding the US stock market reaching its peak, similar to Japan in 1989. They discuss the potential impact of tariffs on US equities, the dollar's risk as a reserve currency, and alternative investment opportunities in equities and FX, including China, Japan, and India. The conversation also covers the potential of Bitcoin and gold as parallel bull markets, the bearish outlook on bonds, and the risks associated with private equity and private debt. Chris shares his asset allocation recommendations, favoring gold, Asian equities, and Bitcoin, while expressing concerns about the US's fiscal situation and the potential for a recession.