By Jeremy Schwartz, CFA
On last week's "Behind the Markets" podcast, Liqian Ren and I hosted a macro-focused episode, discussing both the latest political events and the global macro environment with Greg Valliere, Chief U.S. Policy Strategist for AGF Investments, and Simon White, managing editor of Variant Perception.
Trump avoided another government shutdown at the last minute in reality TV style while also declaring a national emergency to build his border wall. Valliere believes this will go all the way to the Supreme Court to be decided.
We also discussed the trade deal with China.