Episode Details
Back to Episodes
Will Paradigm C, a.k.a. “Run It Hot” break the global bond market?
Episode 389
Published 1 month ago
Description
Darius examines whether Paradigm C, a.k.a. “Run It Hot,” could break the global bond market, why an extension of Bessent’s Bridge followed by Paradigm D may ultimately prevent that outcome, and why investors should continue to buy the dip despite elevated bubble risk. He also explains why 42 Macro expects a secular bear market on the other side of the AI CapEx bubble and how KISS and Dr. Mo are designed to help investors navigate it.