1. EachPod

Should investors sell now and raise cash due to the US entering the Israel-Iran war?

Author
42 Macro
Published
Mon 23 Jun 2025
Episode Link
https://42macro.com/podcasts-macro-minute?id=3676c92562404829bb2272ce86ec8b18&utm_campaign_id=podcast&content=mm_2025-06-23&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode

In today’s Macro Minute, Darius addresses whether investors should sell risk assets in response to escalating U.S.–Iran tensions. He explains why geopolitical shocks rarely warrant de-risking in isolation and reaffirms that KISS and Dr. Mo remain bullish. Plus, a fired-up response to a client question on adapting KISS in 401(k) plans — and why Wall Street’s limited menus shouldn’t limit your outcome.

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