1. EachPod

Is investor consensus adequately positioned for regime change at the Fed?

Author
42 Macro
Published
Tue 26 Aug 2025
Episode Link
https://42macro.com/podcasts-macro-minute?id=1dc83701c613481ea051ae778cdcbd84&utm_campaign_id=podcast&content=mm_2025-08-26&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode

Darius Dale explains why investors are unprepared for regime change at the Fed. With real short rates headed lower and yield curve control looming, the playbook is shifting: risk assets and gold have right-tail upside, while the dollar faces left-tail risk. Plus, hear how 42 Macro’s KISS framework gives investors the confidence to stay invested and retire on time, comfortably.

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