Early in the Biden administration, Juliette nailed the policy shifts and market reactions, and positioned accordingly. Now, as markets and governments enter another volatile stretch, she’s turning her focus to shrinking workforces, fiscal overreach, and what she calls a “capitalism malaise.” In this conversation with Maggie Lake, expect a clear-eyed, no-nonsense breakdown of how Trump’s second term could spark a different kind of macro revolution—one of disruption and opportunity.

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