Are investors too complacent about Wednesday's reciprocal tariff deadline?
- Author
- 42 Macro
- Published
- Mon 07 Jul 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=3d067170db7d457f94ef61f33d7e1b8c&utm_campaign_id=podcast&content=mm_2025-07-07&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius kicks off the week with a sharp take on why investors shouldn’t overreact to tariff headlines, political shakeups, or Tesla’s pullback. He unpacks how wealth concentration, structural inequality, and fiscal policy are reshaping the investment landscape—and why yield curve control may be inevitable. Plus, he tackles a timely client question on tax strategy within the KISS portfolio. A must-listen for navigating risk in today’s Fourth Turning macro regime.
