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Can the current risk-on Market Regime condition survive 1-2 rate hikes?
Episode 390
Published 1 month ago
Description
Darius examines whether the current risk-on Market Regime can survive 1-2 rate hikes, why the broader investing backdrop remains supportive despite the potential for near-term volatility, and how KISS and Dr. Mo are designed to respond if market conditions deteriorate. He also explains how rising oil and refined-product prices could impact inflation and portfolio risk.