Will the global bond selloff end our Paradigm C bull market?
- Author
- 42 Macro
- Published
- Wed 03 Sep 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=231c8c9cda3741b19637ba5f2fe2ee9d&utm_campaign_id=podcast&content=mm_2025-09-03&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Today, Darius Dale explores why the current global bond sell-off won’t derail the Paradigm C bull market over a medium-to-long-term time horizon. With deficits growing, Fed independence eroding, and bonds turning into risk assets, he explains why equities, gold, and Bitcoin remain the core plays — and how KISS and Dr. Mo keep investors on the right side of risk.
