20 May 2025

Varrlyn Podcast 7. “Donald J. Trump is back: what is the impact on the financial sector?“

On November 5, 2024, Donald J. Trump secured a second term as President of the United States. Now, just months into his presidency, the effects are already rippling across global markets.

In this episode, our host Marianne Aalders sits down with Martin Defauwes, Director and Lead Asset Management at Varrlyn, to explore the financial, regulatory, and geopolitical fallout.

We discuss the return of deregulation in the U.S. and what it means for European competitiveness. What risks emerge when banking safeguards are rolled back?
How are Trump’s renewed trade tariffs influencing markets and investor confidence? Is Europe prepared for the consequences of growing protectionism—and a shifting tech landscape?
We also examine the uncertain future of crypto under Trump’s unconventional stance, and whether Europe can reduce its dependency on American digital infrastructure.

From systemic risks to strategic repositioning, this episode dives deep into the new financial reality. Insightful, timely, and essential listening for anyone navigating today’s volatile markets.

🎧 Listen now to stay informed and prepared.