Podcasts Capital Record

Episode 10: National Security and Global Markets

A trader works on the floor of the New York Stock Exchange shortly before the closing bell, March 17, 2020. (Lucas Jackson/Reuters)

The headlines are filled with questions about national debt, COVID-19, and fiscal stimulus, but what if the primary driver of financial markets for years ahead is something that seems to have been lost entirely? Namely: National Security. Joining us on Capital Record today is Rene Aninao, Managing Partner of Corbu, a leading macro research intelligence firm on Wall Street, to provide some contrarian wisdom about key global economic themes that you aren’t likely to find in the headlines.”