Episode Details

Darius Dale tackles the big question: is this the end of Fed independence? His answer: not yet. Instead, expect a gradual erosion that forces the Fed to deal with the K-shaped economy rather than ignore it. Today’s rate cut is a step in that direction. Darius breaks down the three dynamics to watch in the FOMC’s projections, why gold, Bitcoin, and equities remain the right side of market risk, and how KISS and Dr. Mo keep investors systematic in the face of uncertainty.