1. EachPod

How will the “President Trump vs. Powell Fed” saga play out?

Author
42 Macro
Published
Fri 25 Jul 2025
Episode Link
https://42macro.com/podcasts-macro-minute?id=589a5e7da3f24d2dad93abf037281438&utm_campaign_id=podcast&content=mm_2025-07-25&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode

In today’s Macro Minute, Darius breaks down the accelerating Trump vs. Powell feud and what it means for markets, monetary policy, and your portfolio. As political pressure on the Fed intensifies, investors must grapple with the rising probability of asymmetric rate cuts and structural yield curve control. With the S&P 500 flashing crowding risk and the Fourth Turning backdrop growing more chaotic, Darius explains why monetary debasement assets and institutional-grade overlays—like KISS and Dr. Mo—are no longer optional. This episode outlines how to stay invested through regime change without getting whipsawed by volatility.

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