Navigating the U.S. Economic Transition: From Paradigm A to Paradigm B
- Author
- 42 Macro
- Published
- Mon 10 Mar 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=5011e42814af483caae03b29e2a43187&utm_campaign_id=podcast&content=mm_2025-03-10&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
This episode explores President Trump’s economic agenda and its broader implications. The discussion covers a shift from a government-driven, K-shaped economy (Paradigm A) to a private sector-led, E-shaped economy (Paradigm B), highlighting potential market corrections, quantitative signals in equities, bonds, and currencies, and tactical portfolio strategies amid fiscal uncertainty and rising market volatility.
