Episode Details

Today, Darius Dale breaks down the growing political instability across global economies—and what it means for bond yields, Fed independence, and investor positioning. With major leadership shakeups in Japan, the UK, and France, and rising pressure on the Fed from both Scott Bessent and Ken Griffin, the market is being forced to reckon with fiscal dominance and a shifting macro landscape. Darius explains why long-end yields may keep rising, why the Fed’s arbitrary 2% inflation target may be outdated, and how KISS and Dr. Mo help investors stay disciplined in the noise.