Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma

Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-conviction approach for idea generation. Mirza has worked at top-tier sell-side firms, including Morgan Stanley, BNP Paribas, Deutsche Bank, and Point 72, a multi-strategy hedge fund. Mirza is now based in Canada and works for Desjardins, where he focuses on G7 currency research. In this podcast we discuss: 

• Why Trump is targeting Canada 
• Understanding Trump’s broader approach  
• Implications of Trump’s Liberation Day policies  
• FX outlook 
• US-China relations 
• Can other countries take over the US’s military cover?  
• Recession risks 
• Which markets are safe havens? 
• Canadian election views 

You can follow Mirza here. 

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