在最新一期《Hidden Forces》节目中，Demetri Kofinas与Zach Abraham和Chase Taylor探讨了美联储经济展望的修订、拉丁美洲的投资机会、叙利亚战争的经济影响、拜登政府即将离任的状态，以及2025年特朗普可能连任的经济前景。节目首先讨论了美联储政策、人口结构和系统性被动资金如何推动股市均值回归，以及最近的回调是否是买入机会或风险加剧。第二小时则聚焦阿根廷Javier Milei政府的经济政治实验，分析该国是否重新成为可投资对象，可能对拉丁美洲邻国的示范作用，以及两位嘉宾如何应对这一巨大投资机会。

📈 美联储经济展望修订：节目探讨了美联储最新经济预测的调整，分析了其对全球股市和投资策略的影响，特别是对均值回归现象的推动作用。

💰 拉丁美洲投资机会：重点关注阿根廷Javier Milei政府的经济改革，讨论该国是否已重新成为可投资对象，及其对拉丁美洲其他国家可能的示范效应。

🌍 叙利亚战争经济影响：节目深入分析了叙利亚战争对全球经济格局的影响，特别是对地区稳定性和投资环境的潜在风险。

🎙️ 拜登政府离任状态：讨论了拜登政府即将离任对经济政策连续性和市场预期的影响，以及可能的政治变动对投资环境的影响。

🗳️ 特朗普2025年连任前景：探讨了特朗普可能再次当选的经济前景，包括其政策倾向可能对股市、贸易和全球经济的潜在影响。

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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Episode Recorded on 12/20/2024