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Are “dumb money” bulls going to leave “smart money” bears behind again?
Episode 312
Published 5 months, 2 weeks ago
Description
Today’s Macro Minute breaks down why markets remain firmly in a risk-on regime despite persistent bearish narratives. Darius explains how rising global liquidity, supportive macro cycles, and behavioral mispositioning continue to drive upside—and why investors who wait for confirmation risk being left behind yet again.