Bourkoff visited the Arabian Peninsula recently following the Abraham Accords to observe progress.
“Just a few weeks ago, I visited the Arabian Peninsula in the wake of the Abraham Accords, experiencing how an ancient civilization and a young country embraces the future.”
Rowan worries most about damage to US brand regarding long-term agreements and security pacts from tariff approach.
“The one I worry about more is the second, which is damage to The US brand. What does our brand mean when it comes to long term agreements, long term security packs?”
Rowan states the 30% overhang from geopolitics, inflation, and tech change was foreseeable and predictable.
“I think the 30% overhang of geopolitics inflation technological change is now here. It was foreseeable, not maybe exactly how it occurred, but it was foreseeable. It was predictable.”
“But now, as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics, it's government borrowing, it's excesses in capital markets, and it's technological change.”
Rowan argues the 30% market overhang from geopolitics, inflation, and technology was foreseeable and predictable.
“I think the 30% overhang of geopolitics, inflation, technological change is now here. It was foreseeable, not maybe exactly how it occurred, but it was foreseeable. It was predictable.”
“But now as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics. It's government borrowing. It's excesses in capital markets and it's technological change.”