Free clip: Throwing bad money after good

  • Free clip from 23 Jan webinar
  • Consensus around 2026 forecasts is completely at odds with real-world uncertainty
  • The trick for investors is finding ways to position for underpriced regime change risks without simply disinvesting
  • First 15 minutes free to view; full version only for clients with Group Webinar and One-on-one subscriptions

The Trumpian assault on both international and US domestic institutions is increasingly hard to reconcile with markets' desire to price business as usual. But it is not simply a question of investors being complacent. Rather, markets are priced for evolution when they should be pricing the potential for revolution. Our webinar explains.

This is the free version of the webinar, for visitors and clients with Read-only subscriptions. The full version, including the two later parts of the presentation and Q&A, is available only to clients with Group Webinar and One-on-One subscriptions.

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