How The Global Reset Is Reshaping Trade & Investments In 2025

In this episode of Market Masters, Ajit Dayal, Founder of Quantum Advisors, shares his perspective on the resurgence of global trade tensions led by fresh tariffs from the United States. With key allies like the EU, Japan, Mexico, and Canada already impacted — and India possibly next — Dayal discusses how this new wave of uncertainty is reshaping global investment strategies. He outlines why markets fear unpredictability more than bad news, and how investors must respond. He explains Quantum’s distinctive 12-20-80 approach to asset allocation — combining emergency cash, gold, and equity — as a resilient strategy for volatile times. With central banks holding rates high and geopolitical risk escalating, should investors stay in cash, buy gold, or ride the equity wave? Tune in for insights into navigating what Dayal terms a "global reset" in trade and investing.