Even catastrophic US events (double 9/11 or equivalent) might not crash markets if policy response is perceived as strong; markets might even rally if the event triggers nationalist sentiment and reshoring policies that support US equities.

forecastpending

Speaker

Dave Nadig

Evidence Quote

do you think that we're in a world where that sends the market down or did that also send the market up because everybody wants to reshore their investments?

Source

The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)Excess Returns
Created: 8/11/2026, 7:27:07 AM

My Notes

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