Episode Details

This episode explores the macroeconomic and market impact of the shift to 'Paradigm C' following the One Big Beautiful Bill Act. The hosts discuss a regime that combines monetary and fiscal fuel with supply-side measures, creating a structurally bullish backdrop for equities, gold, and Bitcoin but a bearish outlook for Treasuries and the U.S. dollar. The portfolio strategy remains fully risk-on, supported by resilient economic data and liquidity, with caution around disorderly bond repricing and persistent inflation. Listener questions probe the effect of a higher inflation target on real interest rates and economic growth. Tune in for sector positioning, risk signals, and a deep dive into how aligning policy with reality could help Wall Street and Main Street thrive together.