The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance.Topics covered include:<ul><li>What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 2012 -2024.</li><li>How the performance of the U.S. dollar impacted returns</li><li>Why did economic forecasters predict the U.S. national debt would be paid off in 2011, and why were they wrong?</li><li>Signs that the current economic and financial narrative is shifting.</li></ul>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/hub/" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://www.federalreserve.gov/boarddocs/testimony/2001/20010125/default.htm" rel="noopener noreferrer" target="_blank">Testimony of Chairman Alan Greenspan Outlook for the federal budget and implications for fiscal policy Before the Committee on the Budget, U.S. Senate January 25, 2001—The Federal Reserve Board</a><a href="https://fred.stlouisfed.org/series/FYFSDFYGDP" rel="noopener noreferrer" target="_blank">Federal Surplus or Deficit [-] as Percent of Gross Domestic Product—FRED Economic Data</a><a href="https://fred.stlouisfed.org/series/OPHNFB" rel="noopener noreferrer" target="_blank">Nonfarm Business Sector: Labor Productivity (Output per Hour) for All Workers—FRED Economic Data</a><a href="https://press.princeton.edu/books/hardcover/9780691182292/narrative-economics?srsltid=AfmBOopqma1QJN3ZUm6IrFCzXK1qLL3YZL9HyF_JV2EtNIvs52lAAu9F" rel="noopener noreferrer" target="_blank">Narrative Economics:&nbsp;How Stories Go Viral and Drive Major Economic Events by Robert J. Shiller—Princeton University Press</a><a href="https://www.ft.com/content/e7143a09-b280-4fd5-9efe-2d8684b4294f?shareType=nongift" rel="noopener noreferrer" target="_blank">Donald Trump vs Mr Market by Tim Harford—The Financial Times</a><a href="https://www.euronews.com/my-europe/2025/04/22/tourism-boycott-europe-travel-to-us-drops-in-wake-of-trump-presidency" rel="noopener noreferrer" target="_blank">Tourism boycott? Europe travel to US drops in wake of Trump presidency by&nbsp;Talyta França&nbsp;&&nbsp;Alessio Dell'Anna, Mert Can Yilmaz—euronews</a><a href="https://www.wsj.com/economy/global/trump-tariffs-us-markets-treasurys-dollar-7d9777d7" rel="noopener noreferrer" target="_blank">Trump’s Trade Offensive Threatens America’s Financial Primacy by Nick Timiraos, Jack Pitcher, and&nbsp;Chelsey Dulaney—The Wall Street Journal</a>Related Episodes<a href="https://moneyfortherestofus.com/519-end-of-globalization-free-trade/" rel="noopener noreferrer" target="_blank">519: Is This the End of Globalization and Free Trade?</a><a href="https://moneyfortherestofus.com/380-stories/" rel="noopener noreferrer" target="_blank">380: How Stories Drive Our Happiness and Financial Success</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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