In this episode of Relative Return Insider, Keith Ford and AMP chief economist Shane Oliver unpack Donald Trump’s latest Greenland saga, the TACO pattern of bold threats and inevitable backdowns, and what it all means for markets.
Oliver explains recurring tariff scares, attacks on institutions like the Fed, and broader geopolitical tensions are feeding a persistent “sell America” trade, supporting record gold prices, a weaker US dollar, and heightened demand for defensive assets.
Tune in to hear:
- How to avoid getting caught up in the cycle of trying to decipher Trump’s announcements and stick to investing fundamentals.
- Why local political machinations are unlikely to impact markets in the short term.
- What you should know about Japan’s bond yields.
