Things Are More Diversified In Texas - Weekly Roundup, January 17, 2025

I took a long(ish) drive to the Silicon Hills of Austin this week for EQDerivatives’ first event of the year. It was great to hear what investors had to say about potential uncertainties going forward into the new year. But no haunted hotels for me this time, unfortunately. The impending return of President-elect Trump to the oval office, higher equity valuations for U.S. companies and emerging market risks brought on by global fiscal policy and potential trade wars meant conversations with institutions focused on one thing above all else: diversification.