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Is investor consensus adequately positioned for regime change at the Fed?
Episode 199
Published 1 year, 1 month ago
Description
Darius Dale explains why investors are unprepared for regime change at the Fed. With real short rates headed lower and yield curve control looming, the playbook is shifting: risk assets and gold have right-tail upside, while the dollar faces left-tail risk. Plus, hear how 42 Macro’s KISS framework gives investors the confidence to stay invested and retire on time, comfortably.