1. EachPod

How should investors contextualize and respond to mounting geopolitical instability?

Author
42 Macro
Published
Mon 16 Jun 2025
Episode Link
https://42macro.com/podcasts-macro-minute?id=f5e37b550dc748d7a0dd3f77541b3930&utm_campaign_id=podcast&content=mm_2025-06-16&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode

Darius Dale breaks down how investors should respond to rising geopolitical instability, including the Israel-Iran conflict, potential U.S. involvement, and implications for Treasury markets. He also previews risks at the G7 summit, updates on Fed policy ahead of the FOMC, and answers a client question on inflation breakevens and Bitcoin.

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