Peter thinks that the EU / Europe is going to benefit most in the next few years from Donald Trump's
insane trade policy but that emerging markets will benefit even more over the longer term - and by longer
terms he only means several years! I haven't heard Peter talk about Ireland specifically recently though: I
don't know if we could be an outlier in Europe given how reliant we are U.S multinationals and the U.S
market.
By putting America first, Trump has put America last when it comes to investment returns. The reason U.S. stocks have done so well relative to the rest of the world is that our trading partners invested their trade surpluses in our stocks and bonds. Shrinking our trade imbalance…
— Peter Schiff (@PeterSchiff) April 12, 2025
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