Gulf Investment’s Bertoni Doesn’t See Reason Fed Should Cut As Much as Markets Price

The video discusses the US economy's performance, the Federal Reserve's stance on interest rates, and the impact of global economic conditions. It highlights the ongoing US-China trade tensions and their geopolitical implications. The discussion also covers investment strategies, focusing on reducing exposure to US Treasurys and exploring emerging markets due to widening yield spreads and recession fears.

What is the speaker's opinion on the relationship between the US and China?

What strategy is being employed regarding exposure to US Treasurys?