Investing in Argentina, AI, and More in 2025 | Zach Abraham & Chase Taylor

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 30 December 2024

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 395 of Hidden Forces, Demetri Kofinas speaks with Zach Abraham and Chase Taylor about the recent revision in the Fed’s summary of economic projections, the investment opportunities in Latin America, the economic effects of the war in Syria, the state of the outgoing Biden administration, and the economic prospects associated with a second and more invigorated Trump administration in 2025.

They spend the first hour discussing how Fed policy, demographics, and systematic passive flows continue to drive mean reversion in equity markets and whether the most recent drawdown is yet another opportunity to buy-the-dip or if the downside risk to investors is beginning to outweigh the fear of missing out on the next rally.

In the second hour, Demetri, Zach, and Chase discuss the political and economic experiment being undertaken by Javier Milei’s administration in Argentina, whether the country is becoming investable again, how it may serve as a role model for neighboring countries in Latin America, and how Chase and Zach are approaching this potentially enormous investment opportunity.

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Producer & Host: Demetri Kofinas

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Episode Recorded on 12/20/2024

Transcript

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0:00.0	What's up, everybody? My name is Dimitra Kaffinus, and you're listening to Hidden Forces,
0:05.8	a podcast that inspires investors, entrepreneurs, and everyday citizens to challenge consensus
0:13.0	narratives and learn how to think critically about the systems of power shaping our world.
0:18.9	My guests in this episode of Hidden Forces are Zach Abraham and Chase Taylor.
0:23.8	Zach is the principal and founder of Bulwark Capital Management and the host of Know Your Risk
0:29.4	Radio, and Chase is the founder of Pine Cone macro research and serves as head of research
0:35.2	at Bulwark Capital Management. This is an episode where we tackle some end-of-year themes,
0:41.1	including the recent revision in the Fed's summary of economic projections,
0:45.3	the investment opportunities in Latin America,
0:47.8	the economic effects of the war in Syria,
0:49.8	the state of the outgoing Biden administration,
0:53.3	and the economic prospects associated with a second and more invigorated Trump administration in 2025.
1:00.3	We spend the first 15 minutes or so on Chase and Zach's bios and investment frameworks,
1:06.2	and the rest of the first hour discussing how Fed policy, demographics, and systematic passive flows continue
1:12.9	to drive mean reversion in equity markets. And if this latest drawdown is yet another
1:17.9	opportunity to buy the dip, or if you are entering a more dangerous and volatile phase, where
1:23.7	the downside risk to investors is beginning to outweigh the fear of missing out on the next rally.
1:29.9	In the second hour, we discussed the political and economic experiment being undertaken by Javier Milet's administration in Argentina,
1:38.2	whether the country is becoming investable again, how it may serve as a role model for neighboring countries in Latin America, and how
1:45.2	Chase and Zach are approaching this potentially enormous investment opportunity. If you want
1:50.1	access to that part of the conversation, and you're not already subscribed to Hidden Forces,
1:55.0	you can join our premium feed and listen to the second hour of today's episode by going
	...

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