I recently joined Juliette Saly on Ausbiz to discuss the evolving landscape of U.S. exceptionalism and its implications for global markets. Our conversation delved into the shifting dynamics of the U.S. dollar’s dominance, the BRICS (Brazil, Russia, India, China and South Africa) nations’ pursuit of alternatives, and the potential for modest returns from the S&P 500 due to high price-to-earnings (P/E) ratios.

You can find the video on Ausbiz here.