The Future of Global Trade

Globalization and global trade have been a top topic of discussion of late. In this episode I talk with Chris Brigham, a Senior Research Analyst at Bernstein, on their recent research piece Trading Places - The Future of Global Trade. We discuss the key findings of the research and if the current state of the Middle East and Iran impact his conclusions. We discuss how companies are thinking about supply chains and what investors should do within portfolios. Chris also shares his views of currency and the US Dollar as the world's reserve currency.

With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

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