Capital Markets Update: Putting Policy Risk Into PerspectiveSubmitted by Silverlight Asset Management, LLC on August 5th, 2019
The trade war between the U.S. and China escalated yesterday. This led to the steepest single-day decline for U.S. stocks so far in 2019.
In the following video, I discuss political and economic risks to the stock market, and our strategy for hedging those risks.
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